Your Fiduciary Financial Advisor in Eden Prairie, MN

Personalized retirement planning and investment management for families and professionals in Eden Prairie and the Twin Cities.

Proudly Serving the Eden Prairie Community

Icon Financial is a Minnesota-based fiduciary advisory firm committed to guiding Eden Prairie residents through every stage of wealth—whether you’re preparing for retirement, managing investments, or building your legacy. We understand the financial landscape here: from major employers like Optum and C.H. Robinson to the values and goals of families, professionals, and retirees throughout Eden Prairie and the south metro.

Tailored Guidance for Every Life Stage

Pre-Retirees (50s–early 60s):
Protect your wealth, avoid costly mistakes, and get clear, step-by-step planning for the crucial years before retirement.

Mid-Career Professionals (30s–50s):
Grow your investments, save for multiple goals, and get expert management through your prime earning years.

Financial Planning and Investment Services—Built for Eden Prairie

We bring specialized expertise in structured notes and Registered Index-Linked Annuities (RILAs)—modern tools to help boost returns and manage risk for Eden Prairie investors.

• Retirement Planning:
  Navigate your transition with expert guidance and risk management.
• Investment Management:
  Grow your portfolio with active, forward-thinking strategies.
  
• Structured Notes:
  Replace low-yield bonds with innovative tools for higher yield and defined protection.
  
• Registered Index-Linked Annuities (RILAs):
  Capture growth with a buffer against losses—ideal for pre-retirees and retirees.
  

Local Experience. National Recognition.

• Fee-Only Fiduciary: Always acting in your best interest, with no product commissions or sales quotas—ever.
  
• Local Experience: Serving Eden Prairie and Twin Cities clients for over 15 years, with a convenient Bloomington office nearby.
  
• Award-Winning Advisor: Multi-year Five Star Wealth Manager recognized for client satisfaction and ethical service.
  
• Personalized Attention: Relationships, not volume—your plan is built for your unique goals, not a template.
  
• Flexible Meetings: In-person in Bloomington or Eden Prairie, or virtual for total convenience.
  

What It’s Like to Work With Us

You’ll start with a complimentary consultation to discuss your goals and concerns. From there, we’ll:

• Review your current situation and map out opportunities for improvement.
  
• Create a tailored plan covering investment management, retirement income, tax strategy, and more.
  
• Adjust your plan as life changes—annual reviews, check-ins, and proactive guidance ensure you’re never left guessing.
  
  

Already advising many Eden Prairie families and professionals, we understand both the local nuances (like major employer plan options, MN-specific tax planning, and lifestyle transitions) and the big-picture needs of clients at every stage.