Clarity & Confidence
Through Fee-Only Financial Planning & Investing For:
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Mid-career professional parents
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Those nearing retirement
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Small business owners
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Those with equity compensation
"We initially came to Sona for better investment management but were surprised by how much we appreciated the financial planning - we didn't know what we didn't know. Mark's financial and tax planning allowed my wife to make a dream career change much sooner than planned!"*
Dan C
Who We Are?
Sona Wealth is a fiduciary wealth management and investment advisory firm serving the greater metro area of Minneapolis. We serve busy mid-career professionals and families because we understand where you are in life, and we’ll help you make the most of what you have to reach your goals.
What Can We Do For You?
Peaceful Planning
Get peace of mind when thinking about your financial future with Sona Wealth.
True Independent Fiduciaries
As fiduciaries, we act in your best interest above all else to give you clarity and confidence.
Simplify Your Financial Life
We will help you simplify your finances and provide you a one-page financial plan.
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