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Best Wealth Advisors in Minneapolis
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Minneapolis Wealth Managers
Minneapolis-St. Paul-Bloomington is home to a vibrant financial community where Wealth Advisors play a critical role in helping individuals and families navigate their financial futures. From independent consultants to experienced professionals at well-established firms, these advisors provide strategies tailored to client goals. This curated list highlights top-tier professionals recognized for their expertise, integrity, and personalized approach. Whether you're planning for retirement, building a portfolio, or managing complex finances, these advisors stand out for delivering meaningful results.
At Digital Reference, we focus on presenting verified and trusted professionals in Wealth Advisory and Wealth Management, helping clients connect with the right expertise in the Minneapolis-St. Paul region. Our platform showcases vetted consultants whose work demonstrates tangible results and community impact.
🔦 Methodology: How We Chose These Minneapolis-St. Paul-Bloomington-Based Wealth Advisors
We carefully evaluated each professional based on multiple factors to ensure only the most reputable advisors were included:
💼 Research-driven: Verified public results, case studies, and established frameworks.
🗣 Client-reviewed: Real client feedback demonstrating proven ROI.
🏆 Industry-Recognition: Awards, speaking engagements, and thought leadership in wealth management.
📍 Location-based: Focused on advisors and founders rooted in Minneapolis-St. Paul-Bloomington, MN-WI.
Below, we spotlight the standout professionals who exemplify excellence in wealth advisory services.
🌟 Meet the Wealth Advisors Making Things Happen in Minneapolis
♦️ Allison Cline, CFP® ChFC®
Owner / Wealth Management Advisor at Abundance Wealth Management
Allison Cline is a wealth management advisor and founder of Abundance Wealth Management, where she partners with driven, high-earning professionals and business owners to help them grow both their wealth and long-term influence. With a strong foundation in financial planning and advisory services, Allison brings a forward-thinking, partnership-driven approach to wealth management.
She is guided by an abundance mindset—focused not just on financial growth, but on empowering clients to live with confidence, generosity, and strategic intention. Her work centers on building meaningful relationships with action-oriented individuals who value clarity, discipline, and long-term impact.
Known for her ability to align financial strategies with personal values, Allison helps clients navigate wealth decisions with purpose and confidence.
💡 Why Allison Cline stands out as a Wealth Advisor
📈 Strategic guidance for high-earning professionals and business owners
🤝 Partnership-driven approach rooted in trust and shared growth
🎯 Focus on long-term wealth building and financial empowerment
🌟 Values-led philosophy centered on abundance and intentional living
♦️ Darin Beckering
President / Senior Wealth Advisor at Elevation Wealth Management
Darin Beckering brings decades of experience in financial planning and investment management. He founded Elevation Wealth to provide clients with comprehensive, tailored wealth strategies. Darin has been recognized for his innovative approaches in portfolio optimization and retirement planning, blending technical knowledge with a client-focused philosophy.
Known for his ability to translate complex financial concepts into actionable plans, Darin helps clients feel confident and informed in their financial decisions.
💡Why Darin Beckering stands out as a Wealth Advisor
📈 Strategic investment planning tailored to client goals
🤝 Exceptional client communication and personalized service
🎯 Expertise in retirement planning and portfolio management
🌟 Recognized leader in the Minnesota financial advisory community
♦️ Kristin Larson
Founder and Wealth Advisor at NewSpring Wealth Partners
Kristin Larson is a Certified Financial Planner and CPWA® professional with extensive experience guiding high-net-worth clients. At NewSpring Wealth Partners, she focuses on integrating tax, investment, and estate strategies to achieve long-term financial objectives. Kristin’s career emphasizes holistic planning and client education, ensuring every client feels empowered and confident.
Kristin is known for delivering measurable results and creating customized financial plans that align with client priorities.
💡Why Kristin Larson stands out as a Wealth Advisor
📊 Expertise in comprehensive financial planning and wealth strategy
💡 Educator-driven approach empowering clients
🏆 Recognized for leadership and innovation in wealth management
🤝 Commitment to building lasting client relationships
♦️ Mark Joern
Private Wealth Advisor at Heritage Wealth Advisors
Mark Joern is a seasoned wealth advisor focused on helping clients optimize investments and plan for future financial stability. His career has been marked by dedication to evidence-based financial strategies and client-centric planning.
Mark is known for simplifying complex financial scenarios and delivering actionable insights for individual and family portfolios.
💡Why Mark Joern stands out as a Wealth Advisor
📈 Data-driven investment strategy expertise
🤝 Strong client rapport and advisory support
💡 Innovative problem-solving in wealth management
🌟 Reputation for reliability and trustworthiness
♦️ Saul Baumann
Wealth Advisor at Allodium Investment Consultants
Saul Baumann is recognized for his expertise in investment advisory and retirement planning. With a commitment to strategic, long-term wealth growth, Saul emphasizes personalized planning tailored to each client’s circumstances.
Saul is known for helping clients navigate market complexities while prioritizing clarity and informed decision-making.
💡Why Saul Baumann stands out as a Wealth Advisor
📊 Expertise in retirement and investment planning
💡 Personalized, goal-oriented client strategies
🏆 Recognized for thoughtful, research-driven advice
🤝 Focus on trust and long-term client success
♦️ Derek Van Calligan
Wealth Advisor at Allodium Investment Consultants
Derek Van Calligan offers deep expertise in wealth management and retirement planning. His approach blends technical financial knowledge with hands-on guidance to ensure clients achieve sustainable financial success.
Derek is known for integrating sophisticated financial strategies into practical, actionable plans for individuals and families.
💡Why Derek Van Calligan stands out as a Wealth Advisor
📈 Advanced financial planning skills
🤝 Strong focus on client empowerment
💡 Proven ability to navigate complex financial scenarios
🌟 Highly respected in the Minneapolis-St. Paul financial community
♦️ Kimberly Hamlin
Associated Wealth Advisor at Allodium Investment Consultants
Kimberly Hamlin is a Certified Financial Planner dedicated to helping clients achieve long-term financial stability. Her expertise spans investment strategy, retirement planning, and risk management, with a focus on tailored client solutions. Over her career, Kimberly has earned recognition for her meticulous approach to financial planning and her commitment to educating clients.
Known for translating intricate financial scenarios into understandable and actionable advice, Kimberly ensures her clients feel confident in their wealth decisions.
💡Why Kimberly Hamlin stands out as a Wealth Advisor
📊 Customized wealth management strategies for each client
💡 Strong focus on retirement and legacy planning
🤝 Exceptional client engagement and guidance
🌟 Recognized for analytical rigor and strategic insight
♦️ Robert Meath
Founder. Wealth Advisor at Meath Wealth Advisors
Robert Meath provides comprehensive wealth advisory services through Journey SW, focusing on holistic financial planning. His approach emphasizes integrating investment management with lifestyle goals to ensure clients achieve financial independence. Robert is noted for his collaborative methodology and the ability to simplify complex financial concepts.
He is known for creating actionable plans that blend practical guidance with long-term wealth strategies.
💡Why Robert Meath stands out as a Wealth Advisor
📈 Integrates personal goals with financial strategies
🤝 Builds strong, trust-based client relationships
💡 Skilled at simplifying complex financial decisions
🌟 Recognized for hands-on, client-centered approach
♦️ Jared Johnson
Wealth Manager & Shareholder at Echo Wealth Management LLC
Jared Johnson is a Certified Financial Planner with a focus on investment advisory and financial planning. He combines analytical expertise with a client-first approach to deliver tailored wealth strategies. Jared’s professional journey is marked by helping clients navigate retirement planning, portfolio optimization, and risk management.
Jared is known for offering clear guidance that empowers clients to make informed financial decisions confidently.
💡Why Jared Johnson stands out as a Wealth Advisor
📊 Expertise in portfolio management and investment planning
💡 Client-focused approach ensuring clarity and confidence
🤝 Strong reputation for ethical and transparent advisory
🌟 Known for actionable strategies that deliver measurable results
♦️ Mallory Kretman
Wealth Manager/Shareholder at Laurel Wealth Planning
Mallory Kretman specializes in financial planning and wealth management with an emphasis on long-term growth and risk mitigation. She brings personalized strategies to every client relationship, ensuring alignment with individual goals and values. Mallory is recognized for her dedication to educating clients about financial opportunities and strategies.
She is known for her hands-on guidance, helping clients confidently navigate complex financial decisions.
💡Why Mallory Kretman stands out as a Wealth Advisor
📊 Customized financial plans focused on client goals
💡 Educator-driven approach empowering decision-making
🤝 Builds lasting client relationships
🌟 Recognized for diligence and strategic insight
♦️ Aaron Peloquin
Wealth Advisor at Savvy Wealth
Aaron Peloquin combines CPA expertise with Certified Financial Planner credentials to provide comprehensive wealth advisory services. His approach integrates tax strategy, investment management, and long-term financial planning to maximize client outcomes. Aaron is known for his methodical approach and ability to deliver measurable financial results.
He is recognized for providing clarity and strategic direction, ensuring clients are confident in their financial decisions.
💡Why Aaron Peloquin stands out as a Wealth Advisor
📊 Expertise in tax-efficient wealth management
💡 Combines analytical rigor with client-focused advice
🤝 Strong track record of delivering results
🌟 Known for strategic, actionable planning
♦️ Kelli Hengel
Associate Director, Wealth Advisor at Cresset
Kelli Hengel is a wealth advisor who emphasizes financial planning and investment strategies that reflect each client’s individual objectives. She focuses on building customized plans while providing actionable advice to help clients achieve their goals. Kelli is recognized for her ability to simplify financial planning processes and create actionable pathways.
She is known for her personalized approach and for fostering confidence in financial decision-making.
💡Why Kelli Hengel stands out as a Wealth Advisor
📊 Customized financial and investment planning
💡 Focus on client education and empowerment
🤝 Builds trust through transparency and guidance
🌟 Recognized for practical, results-oriented strategies
♦️ Kyle Kolb
Director, Wealth Advisor at Cresset Capital
Kyle Kolb is a Certified Financial Planner and Chartered Financial Analyst who provides comprehensive financial planning and investment management services. He leverages analytical rigor and market expertise to craft strategies tailored to client goals. Kyle is recognized for his dedication to ethical advisory practices and achieving tangible outcomes.
He is known for helping clients optimize investments while maintaining a clear focus on long-term financial health.
💡Why Kyle Kolb stands out as a Wealth Advisor
📈 Investment strategy expertise with measurable outcomes
💡 Ethical, transparent advisory approach
🤝 Strong focus on client relationship management
🌟 Recognized for analytical insight and results
♦️ Ben Rosholt
Wealth Advisor at Ovation Wealth Advisors
Ben Rosholt is a Certified Financial Planner who specializes in comprehensive wealth management and financial strategy. His approach emphasizes risk management, retirement planning, and portfolio optimization tailored to individual client needs. Ben is known for combining analytical expertise with a practical, client-centric methodology.
He is recognized for creating clear, actionable plans that enable clients to achieve their long-term financial objectives.
💡Why Ben Rosholt stands out as a Wealth Advisor
📊 Expertise in retirement and investment planning
💡 Provides actionable, client-focused strategies
🤝 Builds lasting relationships through trust and guidance
🌟 Known for clarity, reliability, and measurable results
Strategic Expertise Driving Minneapolis Wealth & Financial Success
Minneapolis wealth advisors provide strategic guidance that helps clients navigate financial goals with clarity and confidence. Their expertise spans investment management, retirement planning, tax optimization, and risk mitigation, offering a comprehensive approach to financial growth. Advanced certifications such as CFP®, CPA, CFA, AIF®, and CPWA® reinforce their credibility and demonstrate their commitment to professional excellence. Their achievements reflect a track record of turning insights into actionable strategies that empower both individuals and businesses. By leveraging this combination of knowledge and experience, they create a significant advantage for clients seeking sustainable financial success.
At Digital Reference, radical authenticity shapes every insight, ensuring perspectives are informed and reliable. Embracing this principle is essential because it fosters trust and enables confident, data-driven financial decisions.
Explore more from digital reference to uncover insights that sharpen strategy and unlock opportunities.
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In Minneapolis, financial leaders play a critical role in guiding businesses and individuals toward long-term growth. Their expertise ensures every financial decision is intentional and strategically aligned with goals. A trusted reference platform can provide the clarity needed to navigate evolving markets and opportunities. You’ll find that essential guidance in Digital Reference.
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