Advanced Wealth Management Group of Edina

Advanced Wealth Management Group of Edina is a wealth management firm in Edina, MN, serving retirees, families, and professionals across the Minneapolis area. The firm provides comprehensive financial planning, investment management, retirement planning, and tax and estate planning, and it holds a 5.00 rating based on customer reviews.

The firm is built around a Wealth Coaching process drawing on over 30 years of experience and uses a proprietary framework called The Advanced Wealth Optimization System, which is structured around listening first and acting second. Services are organized into three main areas. Comprehensive Financial Planning creates personalized plans with clear recommendations designed to simplify complex decisions. Investment Management uses a diversified, risk-managed approach focused on each client's needs, with continuous monitoring of portfolio performance. Retirement and Financial Planning takes a team-based approach to address goals, risk tolerance, and financial concerns, while Tax and Estate Planning collaborates with professional and legal counsel to meet income tax objectives and legacy goals, with annual plan reviews.

The Edina office is located at 7701 France Avenue South, Suite 120, along France Avenue South and within a short walk of Maetzold Amphitheater, about a quarter mile from Centennial Lakes and Hughes Pavilion, and a third of a mile from The UPS Store.

The team includes Principals John J. Karpinsky and Daniel J. Klein, CFP, along with Kimberlee Grayson, Dane Hammer, Karsten Pfeifer, Rob Beveroth, Rose Winkels, Tiana Ellis, and Toni Brask, supported by a Manager of Concierge Services and Client Service Associates. The office is open Monday through Friday from 8:00 AM to 5:00 PM and can be reached at (612) 347-8669.

With a 5.00 rating and a Wealth Coaching model built on more than three decades of experience, Advanced Wealth Management Group of Edina stands as one of the most highly regarded wealth management firms serving the Minneapolis area from its France Avenue South location.