About


Edwina has a strong background in retirement and values-based financial planning. She has a passion for helping people understand what they truly value in their lives and how their values are intimately connected to their goals. She enjoys helping people understand how they are positioned financially with respect to important life goals, such as retirement and estate planning. Helping families, especially during life's unplanned transitions, is something Edwina takes great pride in. She's able to connect her clients with resources for planning for Social Security, health insurance, and a wide range of other services. Edwina uses her degrees in Education and English Composition and Literature to help her clients learn and understand the finer details of managing their investments. Edwina is a multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* She lives in Minnetonka with her husband, John and daughter, Katie.




Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.






*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.


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It's estimated that an adult provides unpaid care to a family member in 53 million households. Caregivers should consider the potential financial burden.
Edwina Allee CLTC®

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