Fiduciary Financial Advisor for Edina, MN

High-caliber retirement and investment strategies—designed for Edina’s accomplished professionals and families.

Sophisticated Advice for Edina’s Distinctive Needs

ICON Financial provides high-quality retirement and investment advisory services to Edina clients as a fiduciary, fee-only firm. Whether you’re leading in healthcare, law, or business—or enjoying retirement near Braemar golf course or 50th & France—we tailor strategies to your career, lifestyle, and long-term goals. We’re known for our white-glove approach, confidentiality, and advanced planning.

Personalized, High-Value Guidance for Every Stage

Pre-Retirees (50s–early 60s):

Optimize your final accumulation years, avoid costly last-minute risks, and secure your transition with advanced strategies.

Mid-Career Professionals (30s–50s):
Build and protect significant wealth, coordinate complex compensation (stock options, RSUs), and balance multiple goals with proactive management.

Comprehensive Financial Planning and Investment Services

• Retirement Planning:
  Protect and grow your nest egg, integrate Social Security, and plan for lifestyle and legacy needs.
• Investment Management:
  Take your portfolio beyond basics with alternatives like structured notes and tax-smart layering.
  
• Structured Notes:
  Target higher returns with buffered downside—exclusive strategies not found at ordinary firms.
  
• Registered Index-Linked Annuities (RILAs):
  Add growth with protection, balancing the unique risks of affluent pre-retirees and retirees.
  

Why Discerning Edina Clients Choose Icon Financial

• Fiduciary, Fee-Only Model: Pure advice, zero product bias—your interests come first.
  
• 22 Years’ Experience: Jacob has guided Edina and Twin Cities clients through complex transitions and market cycles.
  
• Six-Time Five Star Wealth Manager: Peer and client recognition for integrity and results.
  
• Selective Client Partnerships: We work with clients when there’s true alignment—ensuring focus and exceptional care.
  
• White-Glove, Discreet Service: Proactive management and full respect for your time, privacy, and unique preferences.
  

Local Insight, Trusted by Edina Families.

We have helped Edina clients transition from high-powered careers to retirement, optimize executive compensation, and create lasting legacies for family and community. Whether you’re planning for a child’s college, a philanthropic gift, or simply want to secure peace of mind, our local knowledge and attention set us apart.