Nestegg Advisory

Edelman Financial Engines, based in Saint Paul, MN, offers a comprehensive range of financial services, including wealth management, investment management, retirement planning, and estate planning, focusing on personalized strategies that align with clients' unique goals. With a commitment to client satisfaction, the firm manages approximately $287 billion in assets and provides guidance to over 1.27 million clients across 144 locations nationwide. Recognized as an independent financial advisory firm for seven consecutive years, Edelman Financial Engines prioritizes transparent, fiduciary advice that addresses diverse financial needs. Their holistic approach integrates financial planning, ongoing reviews, and expert guidance, ensuring that clients receive tailored support throughout all stages of their financial lives. Generated from the website

Bernicke Wealth Management, Ltd. is an investment management and retirement planning firm serving the Twin Cities area. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and achieve your financial goals. We specialize in Investment management, retirement planning, tax minimization strategies, and estate planning & management services. Bernicke Wealth Management provides comprehensive wealth management to investors who want peace of mind today and in the future. We are an independent, fiduciary firm, which means we don't offer proprietary products. Instead, we take a consultative approach based on many factors unique to your situation.

Bernicke Wealth Management, located in Woodbury, MN, is an independent financial firm serving pre-retirees and business owners. We are a fiduciary team committed to putting clients first with comprehensive, research-driven solutions for investment management, retirement planning, tax minimization strategies, and estate planning. Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Bernicke Wealth Management and Private Client Services are unaffiliated entities.