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True Financial Planning

At Waterfront Financial Group, we know there is no “one size fits all.” That is why we pride ourselves on working with our clients to develop a customized strategy that allows them to pursue their goals. No matter who you are or what your needs are, we work closely with you to develop comprehensive, long-term investment strategies and retirement income plans that are customized to allow you to pursue your investment objectives. 

Client Centered

Client Centered

We are driven by providing accountable and customized strategies that support, through retirement, the lifestyle and wealth you have developed today.

$300M+

$300M+

Assets Under Management**

300+

300+

Households Served

4

4

Professional Advisors

Edina

Edina

Convenient Office Location

Our Core Services

Wealth Management

Income for Life

Tax Consulting

Insurance

Estate Planning

Business Exit Planning

401(k)

Business Succession

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** As of 2/9/2021, the LPL Financial Advisors of Waterfront Financial Group serves over 300 households and over $300 million in brokerage and advisory assets through LPL Financial.