Accredited Investors Wealth Management®

For over 30 years, our firm has stood as an independent advisor, providing informed and objective advice on our client families’ lives. Accredited Investors Wealth Management® is a registered investment adviser (RIA) with a fiduciary duty to act in our clients’ best interests, and to place their interests ahead of our own.

Established in 1987, Accredited Investors Wealth Management® manages approximately $4.2 billion in investment assets for over 600 client families as of 9/30/2025. Accredited offers tailored financial planning services most applicable to those with investment portfolios greater than $5 million. Our firm serves clients in the Twin Cities and beyond, emphasizing collaborative relationships and personalized strategies. Our guiding principles are centered on improving the individual and collective lives of those we serve. We strive to understand our clients, always do what is right for them, and deliver truly comprehensive wealth management with a high level of personal service.

Our team is comprised of seasoned professionals from diverse backgrounds, including accounting, law, investment research, banking, insurance, and philanthropy. Through our Wealth Management Index™, we facilitate meaningful discussions that integrate wealth and personal values, empowering clients to make informed decisions.

While our team is experienced in the technical aspects of wealth management and investments, our focus extends toward helping our clients integrate their money and their values. We encourage our professional staff to be comfortable asking questions, not simply answering them. Doing so helps us to illustrate the possibilities that wealth creates, and to craft specific plans to support clients’ long-term financial goals.