The Hatlesad Group 5201 Eden Avenue, Edina, MN 55436

The Hatlestad Group, located at 5201 Eden Avenue in Edina, Minnesota, is a finance institution dedicated to empowering individuals to confidently live their next chapter. Specializing in helping clients align their money decisions with their values and goals, The Hatlestad Group offers personalized financial planning services to ensure a life of purpose and fulfillment.

With a focus on retirement planning and navigating the complexities of finances, taxes, and laws, The Hatlestad Group partners with clients on a journey of discovery and reflection to create a financial plan tailored to their unique mission, vision, and values. Working with a CERTIFIED FINANCIAL PLANNER™ professional, clients receive individual attention to help them achieve financial well-being and adapt to life’s inevitable changes.

As an independent wealth management firm, The Hatlestad Group helps clients live confidently in retirement by preparing their finances and aligning their money decisions with their values. With a commitment to playing a meaningful and transformational role in the lives of their clients, The Hatlestad Group offers a complimentary 15-minute introductory call to discuss concerns and goals.

Certified by the Certified Financial Planner Board of Standards Inc., The Hatlestad Group is a Minnesota State registered investment advisor. They provide insights and guidance on financial planning, retirement, and aligning money decisions with values to help clients live a fulfilling and purposeful life.