Clarity & Confidence

Through Fee-Only Financial Planning & Investing For:

  • Mid-career professional parents 

  • Those with equity compensation

  • Those nearing retirement


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.



Helping families with high-school-age kids plan for their college education. 



Comprehensive and ongoing financial planning and investment management for your long-term future. 



One-time financial plan to assess where you are now, and where you should be headed.

Let's Discuss Your Future.

Call us today or schedule an intro meeting with us here. 

Service Areas:

Chanhassen, MN and the greater metro area of Minneapolis

Main Office:

By appointment only

200 Southdale Center
Edina, MN 55435

Secondary Office:

By appointment only

1600 Utica Ave S

St Louis Park, MN 55416


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Sona Financial, LLC (d.b.a Sona Wealth and Sona Wealth Management) is a registered investment adviser (RIA) offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sona in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sona unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.