Who We Are

  • Providers of insights built on 78 years of financial management and four generations serving clients in Minnesota
  • Trained financial planners and Certified Public Accountants (CPAs) under one roof
  • Experienced advisors who understand the unique business, tax, and financial challenges facing closely held business owners

While Lurie Wealth Advisors was founded in 2014, we are no newcomers to addressing the financial needs of successful individuals, small-business owners, and their families. For years, a growing number of clients have come to Lurie, LLP, seeking trusted planning advice to complement the firm’s tax and accounting services. Lurie Wealth Advisors was formed specifically to address the complex wealth management needs of this group of affluent investors, and to expand our team to better serve the Minneapolis-St. Paul business community.

What does this mean for you?

Because we’ve been serving the needs of individual and business clients in Minnesota for decades, we are known and trusted by clients and colleagues alike—all in your local area. In addition to our own in-house team of experienced wealth managers, business professionals, and CPAs, we leverage a vast network of fellow advisors—including CPAs, attorneys, estate planners, real estate specialists, and more—enabling us to work as one to gain a comprehensive perspective and create a coordinated approach to all aspects of your financial “big picture.” And because taxes are often the greatest draw on the assets of high net worth individuals and business owners like you, we place a high priority on minimizing taxes through innovative wealth management strategies to help protect your assets over the long term.

Whether your opportunities lie in leveraging your blended personal and business assets to grow your wealth; applying risk management techniques to protect your accumulated assets; or implementing executive benefits, succession planning, and other strategies to grow your business, we’re here to help.

Why Choose Lurie Wealth Advisors?

When it comes to tackling your complex wealth management needs, our independence, focus on tax-efficiency, and commitment to entrepreneurs can make all the difference.

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Let Us Review Your Balance Sheet.

To arrange a complimentary review of both sides of your balance sheet and identify opportunities to grow and protect your wealth, contact Michele Martin.

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What Does ‘Working As One’ Mean For You?

Our tagline is more than just words. Our approach is rooted in ‘working as one’ with you and your complete advisory team to deliver independent, objective advice that supports your financial goals.

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Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Management. Lurie Wealth Advisors, DAI Securities LLC, and AdvisorNet Wealth Management are separate and unaffiliated entities.

Contact Us

Lurie Wealth Advisors, LLC
2501 Wayzata Boulevard
Minneapolis, MN 55405

Phone: 612-381-8750
Fax: 612-381-6250
Email: LWA@luriewealthadvisors.com