Investment Advisory Services in Minneapolis, MN

Because Your Portfolio Deserves More Than Guesswork

When it comes to investing, hope is not a strategy—and algorithms aren't advisors. Minneapolis entrepreneurs, professionals, and retirees need guidance grounded in data, not hype.


Straight Talk CPAs offers investment advisory services designed to align your financial goals with smart, tax-aware strategies. Whether you’re navigating market volatility, planning for retirement, or trying to maximize the equity from a recent business sale, this isn't just about where your money goes—it's about what your money does.

This isn't a brokerage pushing products. It's a deeply collaborative service with a Certified Public Accounting backbone—so every investment plan starts with what matters most: the numbers.



Here’s what the Minneapolis investment advisory team focuses on:

  • Tax-conscious portfolio planning
  • Risk tolerance assessment and asset allocation
  • Retirement income modeling
  • Support for employer equity and stock option strategies
  • Investment reviews tailored for business owners, real estate investors, and high-earners
  • Collaborative planning with legal and estate teams when needed

From the Uptown condo owner mapping out their financial independence, to the startup founder with sudden liquidity—Straight Talk CPAs helps Minnesotans invest with intention.

What Straight Talk CPAs Brings to the Table

  • Business owners with complex financial structures
  • Entrepreneurs facing cash-flow spikes and dry years
  • High-income professionals with concentrated equity
  • Families planning for multigenerational wealth
  • Individuals approaching retirement or newly retired

Straight Talk CPAs takes time to understand your full financial picture—then crafts a strategy that supports growth without unnecessary risk.

Who Investment Advisory Services Are For

Case Study: From Windfall to Strategy

Danielle, a software engineer from the Minneapolis–St. Paul tech corridor, received a $400,000 stock option payout after her company’s acquisition.


She didn’t want to “just hand it over” to a robo-advisor or chase market trends. Instead, she called Straight Talk CPAs.



Here’s what happened:

  • They analyzed the tax impact of exercising and holding her remaining options
  • Reallocated $250K into a low-cost, diversified ETF strategy with built-in tax harvesting
  • Set aside $50K in a donor-advised fund to support causes she cares about—while reducing her taxable income
  • Built a financial model showing when she could go part-time without compromising her future

“I went from feeling frozen to feeling completely in control of my money.”


Danielle now reviews her investment plan twice a year, knowing exactly how it ties into her personal and professional goals.

Explore Our All Services in Minneapolis, MN

List of Services

Why Work with an Investment Advisor at Straight Talk CPAs?

  • Independent advice: We don’t sell products. We focus on you
  • Tax strategy is included: As CPAs, we build tax-efficiency into every move
  • Fee-based support: No hidden incentives. Just transparency and trust
  • Local guidance: We understand what it means to invest wisely while living in Virginia Beach
  • Clear, jargon-free conversations: No “Wall Street speak.” Just real advice, tailored to real goals

FAQs

  • o I need to move all my investments to work with you?

    Not at all. Straight Talk CPAs can advise on existing portfolios or help manage transitions strategically over time.

  • How are investment decisions made?

    Every decision is backed by research, risk analysis, and close collaboration with your CPA and (if applicable) your estate team.


  • Are you fiduciaries?

    Yes. Straight Talk CPAs offers fiduciary-level advisory, which means advice is always in your best interest.


  • Do you sell investment products?

    No. The focus is on advice, education, and strategy—not pushing any particular fund or product.