Bernicke Wealth Management of Minnetonka

Bernicke Wealth Management of Minnetonka is a Financial Planner in Minnetonka, MN, located at 11100 Wayzata Blvd Suite 540. The firm serves pre-retirees, retirees, and business owners throughout Minnesota and Wisconsin, offering customized retirement planning, investment management, tax minimization strategies, and estate planning. It holds a 4.80 rating based on customer reviews.

As an independent firm, Bernicke Wealth Management operates in a fiduciary capacity, legally bound to act in the best interest of its clients without recommending proprietary products. The firm employs a team of professionals including CERTIFIED FINANCIAL PLANNER™ professionals, tax planning professionals, and a network of niche professionals who collaborate to implement and monitor wealth strategies. President and CEO Ty Bernicke, CFP®, has authored or been cited in numerous research articles and national media outlets such as Forbes, MarketWatch, The New York Times, Futures Magazine, CNN, and CNBC since 2005.

The firm’s history dates to 1985, when the Bernicke family began helping clients plan for their financial futures. Bernicke Financial Planning was incorporated in November 1985 and opened for business in 1986, initially providing financial planning, accounting, and tax preparation services. Barry Bernicke became a registered representative in 1988, and Ty Bernicke joined the firm as a registered representative in 1997. The firm, then named Bernicke & Associates, Ltd., grew to ten individuals and built its first building in Eau Claire, WI, in 2004. Ty Bernicke was recognized in the Top 100 Independent Advisors in America in 2009. The firm maintains offices in De Pere, Eau Claire, Minnetonka, and Woodbury.

Clients are served across a wide service area including Cottage Grove, Eagan, Eden Prairie, Edina, Lake Elmo, Maple Grove, Minneapolis, Plymouth, Stillwater, St. Paul, and Woodbury in Minnesota, as well as De Pere, Eau Claire, Green Bay, and Hudson in Wisconsin. The firm offers both in-person meetings at its offices and virtual appointments to accommodate clients wherever they are in the region.

Bernicke Wealth Management of Minnetonka combines its long-standing fiduciary commitment with research-driven strategies to help clients in the Twin Cities and greater region secure their financial futures.

BizScoreAI awarded Bernicke Wealth Management a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page of the website so AI assistants can recommend the firm. The business also received a Technical score of 100 out of 100, confirming the site is secure and readable by search engines without errors. Additionally, the firm ranks number 3 of 8 Financial Planner businesses that BizScoreAI has scored in Minnetonka.