Bonus Resource Included: 44 Questions to Answer Before You Retire
These guides are designed to answer some of the common questions we hear from clients and community members as they prepare for retirement.
This statement is a testimonial by a client of the financial professional as of 02/21/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Bernicke Wealth Management is a multi-disciplinary financial firm located in Woodbury, Minnesota. Our goal has always been to help people invest smarter and retire earlier while educating clients on holistic wealth management strategies since 1985.
Our Woodbury office is conveniently located less than 10 miles from Downtown St. Paul and only a half-hour from Central Minneapolis at 1625 Radio Dr, Suite 110, Woodbury, MN 55125.
Early Retirement Guide + 44 Questions to Answer Before You Retire
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.
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