Accredited Investors Wealth Management®

For over 30 years, our firm has stood as an independent advisor, providing informed and objective advice on our client families’ lives. Accredited Investors Wealth Management is a Registered Investment Adviser (RIA) with a fiduciary duty to act in our clients’ personal best interests, and to place their interests ahead of our own.

Accredited was co-founded in 1987 as a partnership dedicated to the development of authentic, long-term relationships with our clients. Over the last three decades our firm has grown larger – now with a staff of over 45 and roughly $2 billion of assets under management – but we have maintained our core values at every turn. Our guiding principles are centered on improving the individual and collective lives of those we serve. We strive to understand our clients, always do what is right for them, and deliver truly comprehensive wealth management with an exceptional level of personal service.

There is, unfortunately, no clear definition of what truly “comprehensive” wealth management should entail. We’ve strived to set a standard for our industry by building a firm of skilled professionals with a wide range of backgrounds and experience. Accredited’s clients are served by dedicated teams, with support from the expertise of specialists engaged in various planning areas.

While we excel at the technical aspects of wealth management and investments, our focus extends toward helping our clients integrate their money and their values. We encourage our professional staff to be comfortable asking questions, not simply answering them. Doing so helps us to illustrate the possibilities that wealth creates, and to craft specific plans designed to secure our clients’ futures.