Bernicke Wealth Management of Minnetonka

Bernicke Wealth Management of Minnetonka is a Financial Planner in Minnetonka, MN. The firm operates as an independent financial practice serving pre-retirees, retirees, and business owners. Core services include investment management, retirement planning, tax minimization strategies, and estate planning. The firm works with clients throughout the region, accommodating meetings in Minnesota or Wisconsin. Its service area spans multiple Minnesota cities, including Minneapolis, St. Paul, Plymouth, Eden Prairie, Edina, Eagan, Woodbury, Maple Grove, Cottage Grove, Lake Elmo, and Stillwater, as well as Wisconsin locations such as Green Bay, Eau Claire, De Pere, and Hudson. The Minnetonka office is located at 11100 Wayzata Blvd, Suite 540.

The firm operates under a fiduciary standard, meaning it is legally bound to act in the best interest of its clients. As an independent entity, it does not recommend proprietary products, instead offering research-driven solutions tailored to individual goals. The team includes Certified Financial Planner professionals, tax planning specialists, and other niche experts. Ty Bernicke, CFP, serves as President and CEO. He has authored or been cited in numerous research articles on retirement planning, investment management, and tax strategies in national media outlets including Forbes, MarketWatch, The New York Times, and Futures Magazine since 2005. He has also been quoted by national media and appeared on programs such as CNN's In the Money and CNBC's Squawk Box. The firm has a history dating back to 1985, when the Bernicke family began helping clients plan for their financial futures. In 2009, Ty Bernicke was recognized in the Top 100 Independent Advisors in America as published in Registered Rep Magazine.

The business holds a rating of 4.80 based on customer reviews. This positive feedback reflects the experience of clients who have engaged with the firm's planning and management services.

As an independent financial planner in Minnetonka, the firm provides fiduciary-driven investment and retirement strategies to clients across the Twin Cities metro and beyond.