North Country Wealth Management

North Country Wealth Management is a wealth management firm in Edina, MN, located at 200 Southdale Ctr. The firm provides financial planning and investment advice to physicians, business owners, working professionals, and retirees. It operates on a fee-only basis and maintains a fiduciary obligation to its clients, ensuring it does not sell financial products. Services include holistic planning covering investments, tax, estate planning, retirement planning, and employee benefits. The firm holds a 5.00 rating based on customer reviews.

Founder Justin Dering, CFP®, graduated from Minnesota State University in 2004 with a degree in finance. During his time at the university, he served as vice president of the finance club and captain of the Maverick baseball team. From 2004 to 2018, Dering worked under the umbrella of North Star Resource Group, gaining experience working with a wide variety of clients through challenging markets. He earned the CFP® designation in 2011. The firm’s name is a tribute to Dering’s love for the outdoors in Minnesota, where he lives in Southwest Minneapolis with his wife and two children, Kaitlyn and Ben. Outside the office, he plays pickleball, mountain bikes, and enjoys outdoor activities.

The firm emphasizes a simple, straight-forward approach to wealth management. It provides straightforward advice and execution, aiming to offer the tools of larger firms without the layers of inefficiency. The process involves gathering data, identifying inefficiencies, and helping clients make sense of their finances. Clients can also use a risk tolerance questionnaire to understand their investment profile. The firm focuses on helping clients plan their finances and invest accordingly, aiming to provide peace of mind.

The firm is known for its positive rating from the customers who have reviewed it. This reflects the trust clients place in their fee-only, fiduciary model. Clients look to the firm for reliable advice on how to efficiently plan, invest, and enjoy their wealth. The firm’s approach is designed to put client success first, avoiding the sales-driven methods of the past.

North Country Wealth Management brings thoughtful, thorough, and informed financial guidance to Edina, helping local professionals and retirees navigate their financial futures with clarity and confidence.

North Country Wealth Management sits on Southdale Ctr in Edina, just 0.1 miles from West 66th Street and the Southdale neighborhood. The firm is also about 0.2 miles from Southdale Shopping Center and the Hennepin County Southdale Service Center.

BizScoreAI awarded the firm a perfect 100 out of 100 for its Schema and Structure score. This strong technical foundation helps AI assistants and search engines clearly understand the business and its services. The firm also ranks number 2 of 4 Wealth Management businesses that BizScoreAI has scored in Edina.