Laurel Wealth Planning is a full-service financial advisory firm based in Minneapolis, MN, dedicated to helping clients confidently manage their money and achieve their financial goals. With a team of experienced financial advisors, they provide comprehensive financial planning services, including tax planning, investment strategies, estate planning, and retirement planning. As fee-only fiduciaries, they prioritize their clients' best interests and strive to be their trusted advisor, offering personalized guidance and support in making important financial decisions.
With a focus on building long-term relationships, Laurel Wealth Planning takes a partnership approach, taking the time to understand their clients' preferences, priorities, and passions. They aim to be responsible stewards of their clients' wealth, empowering them to leave a meaningful legacy that aligns with their values. The firm particularly specializes in financial planning for women decision-makers, assisting them in navigating life transitions and providing the necessary expertise to make informed decisions about their money. Through their holistic approach and high-touch service, Laurel Wealth Planning helps clients achieve financial freedom and pursue their life goals.
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