Advanced Wealth Management Group of Edina

Advanced Wealth Management Group of Edina is a wealth management firm in Edina, Minnesota, serving individuals, families, and professionals with personalized financial planning and investment management. The firm offers comprehensive services including retirement planning, investment management, tax planning, and estate distribution, guided by a client-centered approach focused on listening first and acting second. Their team provides tailored financial solutions designed to simplify complex issues and support clients in achieving long-term financial goals. The firm is recognized for its high client satisfaction, reflected in a 5.00 rating based on verified reviews.

The firm operates under a unique Wealth Coaching system developed over more than 30 years, known as The Advanced Wealth Optimization System™, which emphasizes understanding each client’s individual needs before recommending strategies. Advisors act as coaches and guides, prioritizing long-term relationships and client education. Services are delivered through a team-based model that combines financial expertise with a commitment to clear communication and emotional intelligence in decision-making. The firm emphasizes risk-managed, diversified investment strategies and works in collaboration with legal and tax professionals to ensure comprehensive planning.

Located at 7701 France Ave S Suite 120 in Edina, the firm sits just a short distance from the Maetzold Amphitheater, Centennial Lakes, Hughes Pavilion, and The UPS Store, all within a 0.3-mile radius. The office is situated on France Avenue South, a primary thoroughfare in the city’s central corridor.

The firm is known for its strong client relationships, consistent service delivery, and a reputation for integrity and personalized attention. Clients describe the experience as collaborative, transparent, and focused on long-term success, distinguishing the firm within the Edina and Minneapolis financial services landscape.