Connect with Top-Rated Financial Planners in Eden Prairie!

Fortress Investment Services has been helping individuals and small business owners reach their financial goals through sound investment management since 1985. Fortress takes a long-term, conservative approach to investing your resources for the maximum potential return. For independent financial advice and expert management of your 401K rollover, SEP account, or other retirement plans, Fortress is ready to serve you.

SJ Advisors is an independent financial advisory firm dedicated to helping clients structure the best financing solution for their projects and organizations. They provide a broad range of services including capital advisory services, pre-transaction planning, financial advisory services, swap advisory services, post-issuance compliance, and strategic debt and derivatives portfolio review and monitoring.

Apex Financial Services offers a full range of business valuation, asset appraisal, financial consulting, and opinion services to help clients make informed decisions. With over 25 years of experience, our credentialed professionals provide customized services for financial reporting, gift and estate tax planning, corporate planning and succession, equity compensation, and ESOPs.

7th Street Financial is a fee-only, fiduciary planning firm located in Chaska, MN, serving clients in the Minneapolis area and others virtually across the country. We specialize in college planning, retirement planning, and investment management, with no minimum requirements for net worth or invested assets. Our services are designed to help individuals and families achieve their financial goals, and our fee structure is transparent and reasonable.

Eden Prairie Capital Management is a boutique financial advisory firm focusing on private clients. They offer customized portfolio management with a disciplined and well-defined investment process. Their team, led by Mike Toay, has over 37 years of experience in the financial services industry. They provide services such as consolidating IRAs and other retirement assets, offering professional advice for inheritance, business sales, and legal settlements.

Refine Wealth Strategies is a financial planning company based in Minnetonka, Minnesota, that offers comprehensive financial services to help individuals and families achieve their financial goals. Their team of experienced professionals, led by Larwin Kauffman and David Klein, provide personalized financial planning, investment advice, and insurance solutions tailored to each client's needs. With a focus on strategic planning, they aim to help clients protect their wealth, achieve financial security, and reach their full potential.