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Welcome to Accredited Investors Inc., an award-winning, fee-only wealth management firm committed to listening and collaborating.

Wealth is about so much more than just money. Your financial decisions reflect what you care about most: your family, your work, your vocation, your lifestyle, and your philanthropy.

Each of our clients is unique and important, deserving our individual and objective attention. We will assist you with wealth management, investments, and all of your major decisions and transitions, while working in a mutually satisfying partnership. We’ll help you to bring your financial life and your values into alignment.

Your needs depend on what’s going on in your life. We collaborate closely with our clients. Our specialty areas include: physicians, generational wealth, retirees or near-retirees, executives, inherited wealth, and business owners.
Our principals have been honored to receive many awards from the wealth management industry. You can browse the list on our Awards and Recognition page.
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