Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
Laurel Wealth Planning logo — On your side. Always.

Laurel Wealth Planning

On your side. Always.

Founded 1998 United States Edina, United States 9 employees Financial Services

General Information

Company Name Laurel Wealth Planning
Founded Year 1998
Location United States Edina, United States +1
Employees 9
Industries Financial Services
Social

Get notified when Laurel Wealth Planning moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Laurel Wealth Planning

Laurel Wealth Planning is a full-service, fee-only firm providing clients with a safeguard for their financial interests and goals. As their slogan "On your side. Always" suggests, the company positions itself as a trusted ally, offering sound, objective financial advice, backed by extensive experience in investments and tax management. Laurel Wealth Planning takes a holistic approach, intertwining all aspects of a client’s financial life to add meaning and value. Their focus on women with substantial financial resources, especially during life transitions, sets them apart. The firm's emphasis on simplifying complexities in investments, tax reduction, and money management strategies, empowers clients to make informed decisions. Established in 1998, Laurel Wealth Planning operates within the financial services industry. For more information, visit laurelwealthplanning.com/how-we-help or contact them at (952) 854-6250.

Taxonomy: Wealth Planning, Financial Advisory, Holistic Financial Management, Investment Consulting, Tax Management, Retirement Planning, Financial Independence, Estate Planning, Life Transitions, Women's Financial Planning, Fee-only Financial Services

No funding data available for Laurel Wealth Planning yet.

Get notified when Laurel Wealth Planning raises funding

Laurel Wealth Planning Alternatives & Competitors

Laurel Wealth Planning vs
Total Wealth Planning, LLC
Total Wealth Planning, LLC United States

Independent and comprehensive fee-only wealth planning firm since 1989.

24 employees
Finance, Financial Services
Laurel Wealth Planning vs
Oliver Wealth Management
Oliver Wealth Management United States

Providing full transparency in Wealth Management.

6 employees
Financial Services
Laurel Wealth Planning vs
CapSouth Wealth Management
CapSouth Wealth Management United States

Helping people achieve their One Best Financial Life®

25 employees
Financial Services, Wealth Management

FAQ About Laurel Wealth Planning

On your side. Always.
Laurel Wealth Planning was founded in 1998.
Laurel Wealth Planning is headquartered in Edina, United States.
Laurel Wealth Planning operates in the following industries: Financial Services.
Laurel Wealth Planning has approximately 9 employees.
Top alternatives and competitors to Laurel Wealth Planning include Total Wealth Planning, LLC, Oliver Wealth Management , CapSouth Wealth Management, Xentum Financial Planning, BIP Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Laurel Wealth Planning and Total Wealth Planning, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Laurel Wealth Planning and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

See how it works

One analytics cookie (Google Analytics). Cookie Policy