Financial Advisor in Woodbury & Twin Cities Metro
Personalized, fiduciary financial planning for retirement, investments, taxes, and estate planning — all in one place.
People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
Who We Serve
We help individuals over 50 who are within five years of retirement and have a minimum of $1 million in investable assets.
Pre-Retirees
The five years leading up to retirement are crucial for finalizing strategies and making key decisions.
Retirees
Our personally-designed retirement plans include components aimed at ensuring our clients are able to maintain a comfortable lifestyle well after retirement.
Business Owners
The complexities associated with wealth management for business owners require the knowledge of an entire team.
What to Expect When You Book a Consult
In just 15 minutes, you’ll gain:
- Clarity on your retirement timelines and goals
- Insights into potential gaps in your current plan
- Actionable next steps for your retirement journey
Confidently Transition to Retirement with Complete Financing Advising
Investment Management
We can help you build a diversified portfolio that meets your risk tolerance and investment objectives.
Retirement Planning
We can help you create a retirement plan that will help you work toward your retirement goals.
Tax Minimization
Our goal is to help you minimize your taxes and maximize your after-tax income.
Estate Planning
We can help you preserve your assets and ensure that your wishes are carried out after your death.
Awards & Recognition
It’s a great honor to be added to a list, receive an award, or gain recognition for the retirement planning, investment management, and estate planning work our firm has done in clients’ best interest.
What Makes Our Financial Advising Firm Different?
We have extensive experience working with pre-retirees, retirees, and business owners who want comprehensive financial advising from a full-service financial firm.
- President Ty Bernicke’s research has been featured in Forbes, The Wall Street Journal, and The New York Times.
- We are an independent firm acting as a fiduciary.
- We provide a holistic plan covering investments, taxes, retirement, estate, and risk management.
Publications Featured In
Meet Your Team in Woodbury, MN
Ty Bernicke, CFP®
President & CEO
Steve Latham, CFA, CFP®
Chief Investment Officer
Annasia Ford-McCollum
Wealth Manager
Testimonials
Hear From Our Clients
The statements are testimonials by clients of the financial professional as of 04/19/25, 02/03/2025, and 02/04/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
Proudly Serving Woodbury, MN and the Surrounding Twin Cities Metro Area
1625 Radio Drive, Suite 110 – Woodbury, MN 55125
Frequently Asked Questions
What happens during the consult?
We’ll have a brief discussion about your retirement goals and determine if we’re a good fit.
Is this consult really free?
Yes! There’s no cost or commitment to book your consult. This is generally a 15-minute phone call.
What do I need to prepare?
Just bring your questions and a clear idea of your retirement goals.
About Us
Bernicke Wealth Management is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.
Locations
Contact Us
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends. You can find more information about this designation at CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.
Individuals showing a CFA® designation hold an active CHARTERED FINANCIAL ANALYST™ certification. To earn the CFA® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent work experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals with the CPWA designation, issued by the Investments & Wealth Institute, must complete program prerequisites, pass the final exam, and complete the necessary continuing education requirements. You can find more information about this designation at Certified Private Wealth Advisor (CPWA) Certification.
The use of Ty Bernicke’s research or publication of articles he has written does not indicate an endorsement of his work as an Investment Advisor. The publications did not receive compensation for publishing Mr. Bernicke’s work.
