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Welcome to Accredited Investors, Inc.
Accredited Investors, Inc. (AII) is nationally acclaimed for its delivery of comprehensive fee-only financial planning. Started in 1986, AII has built its practice by focusing individually on our clients. Each financial planning relationship is completely personal. We believe that the purpose of financial planning is to improve the quality of your life. At Accredited Investors, Inc., you will work with a team of trained professionals whose goals are to help you define and reach your objectives.
While we believe that the most important aspect of financial planning is gaining a complete understanding of your objectives, motivations, and concerns, we integrate the emotional with the technical. Using the concepts in AII President Ross Levin's highly acclaimed book, The Wealth Management Index, we will work with you to address the key areas of financial planning - asset protection, disability and cash flow planning, debt management, investment planning, and estate planning. We analyze all of these areas throughout the course of the year. Our unique scoring system enables you to see progress in relationship to those items that you have identified as important. The Wealth Management IndexTM system was the first to codify success in financial planning.
Accredited Investors, Inc.'s staff is available to serve virtually any and all aspects of your financial plan. Our staff holds a range of designations including Certified Financial PlannerTM, Certified Public Accountant, Juris Doctorate, Masters in Business Taxation and Masters in Business Administration. Ongoing education is a requirement and expectation for all principals and team members of AII.
Accredited Investors, Inc.
5200 West 73rd Street
Edina, Minnesota 55439
(952) 841-2222
Email your questions to info@accredited.com
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