Financial Advisor in Minnetonka, MN
Are you within five years of retirement, over 50, and have $1 million or more in investable assets?
Let our award-winning team help you transition smoothly into retirement – so you can enjoy the next chapter with peace of mind.
People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
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 Financial Planning
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 Us Different?
We have extensive experience working with pre-retirees who want comprehensive financial planning and investment management 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, always prioritizing your best interests.
- We provide a holistic plan covering investments, taxes, retirement, estate, and risk management.
Publications Featured In
Meet Your Team in Minnetonka, MN
Ty Bernicke, CFP®
President & CEO
Steve Latham, CFA, CFP®
Chief Investment Officer
Lindsey Hendrickson, CFP®
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.
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.
Want to Find Out How We Can Help?
Connect with a CERTIFIED FINANCIAL PLANNER™ professional and start your journey to a confident retirement.
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.
