Wealth Enhancement Group of Woodbury

Wealth Enhancement Group of Woodbury is a Financial Planner in Woodbury, MN. The firm operates as part of Wealth Enhancement, a registered investment advisor that has been named one of the Top Mega RIAs in the 2025 Barron’s Top 100 RIAs rankings. This local office serves individuals and businesses through a team-based approach to comprehensive wealth management. Clients are supported by a local advisor team backed by specialists in tax, estate planning, retirement, and other financial areas. The firm holds a 5.00 rating based on customer reviews.

The company’s approach is described as plan-led, focusing on creating detailed, integrated financial plans tailored to each client’s lifestyle and goals. Core services include retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and general financial planning. Beyond these core areas, the firm offers specialized solutions such as employee retirement account management, trust services, tax preparation, and business owner consulting. For business clients, guidance is provided for plan sponsors, plan participant education, and employee benefits programs. The firm also operates a dedicated trust services division that acts as a trustee, handling day-to-day accounting, reporting, disbursements, and tax return filing to ensure compliance with estate planning goals. This structure allows the trust team to work in partnership with financial advisors, lawyers, and accountants to manage complex legacy planning.

The office is located at 796 Bielenberg Dr Suite 101. It sits about a mile from the United States Post Office and Tamarack Nature Preserve. The area is also close to Fresenius Kidney Care, Valley Creek Road, Pondview Park, and Topgolf.

Wealth Enhancement has been dedicated to delivering team-based financial planning for over 25 years. The firm was founded in 1997 by four Minneapolis-based advisors who wanted to provide a collaborative approach to financial services. It has grown to operate in 36 states with over 150 offices nationwide. The Woodbury location reflects this broader commitment to providing holistic wealth management through a diverse set of financial specialists working together for the client’s future.

As a financial planner in Woodbury, MN, the firm combines local advisory access with the resources of a nationally recognized wealth management organization.