The Wealth Group is a financial planning and investment advisory firm serving clients across the United States from offices in Eden Prairie, Minnesota, and Franklin, Tennessee, as well as virtually. Founded in 2002, the firm brings together independent, fiduciary financial planners and advisors, including Certified Financial Planners, to provide personalized guidance for individuals, families, and business owners.

Its services include comprehensive financial planning, investment planning, retirement strategy, and tax planning designed to help clients grow wealth, manage debt, make tax-efficient investments, and prepare for retirement withdrawals. The firm also helps clients clarify their goals, organize and automate financial tasks, and develop a practical roadmap toward their desired financial future. Its approach emphasizes low-cost investing, long-term tax considerations, and guidance tailored to each client’s circumstances and priorities.

The Wealth Group works with corporate professionals, pre-retirees, retirees, and business owners. Through an initial assessment and an ongoing planning process, its advisors aim to help clients make informed financial decisions while freeing more time for family, friends, and other priorities.