General Info

Accredited Investors, founded in 1986, is a financial planning consultant offering a wide range of services, including asset protection, disability and cash flow planning, debt management, investment planning, and estate planning. The company provides ongoing investment management services supported by quarterly integrated reporting. Its principals and managers are certified financial planner licensees. The firm provides periodic training to its staff in areas, such as asset management, insurance, estate planning, and tax. The company offers services to a diverse group of clients, including physicians, business owners, individuals and families with inherited wealth, corporate executives, and divorcees. Accredited Investors is located in Edina, Minn.