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Woodbury Financial Advisors & Wealth Management Services

Financial Planner Serving the Twin Cities and Surrounding Areas

Bernicke Wealth Management, Ltd. 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. 

Originally founded in Wisconsin in 1985, we opened our Woodbury branch in 2022 to serve clients in the Minneapolis–Saint Paul metro area. 

Our Woodbury office is conveniently located less than 10 miles from Downtown St. Paul and only a half-hour from Central Minneapolis. 

Ty Bernicke, President and owner of Bernicke Wealth Management, was recently recognized by Forbes as a Wisconsin Best-In-State Wealth Advisor for the fifth year in a row, and we’re excited to bring our wealth of financial knowledge to serve clients in Minnesota.

Forbes Best-In-State Wealth Advisor Badge - Ty Bernicke has won five years in a row.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
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