Erpelding Wealth Management
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Clarity | Confidence | Trusted Advice Our holistic approach aims to connect every part of your finances with the life you want to live.
We’ve been named by Forbes as a Best-in-State Wealth Management Advisor. Titles are special. But they’re not why we do this. Helping you make smart decisions for your family, your future, and your life is what matters most.
06/22/2026
We're honored to be included among Barron's Top 1,500 Financial Advisors. Let’s partner together to put our award-winning expertise to work for you.
06/18/2026
A lot of attention is given to growth, but less is said about how firms plan for continuity. Ownership transitions are a critical part of continuity, especially in an industry where many advisors and their clients are approaching retirement at the same time.
Our firm was recently featured in following our first ownership transition after nearly 40 years, marking a new chapter as we continue to serve more than 500 households and manage $2 billion in assets.
The transition reflects a long-term succession plan and the strength of a leadership team that has worked closely with clients for years, supporting continuity and stability
Read the full article here:
Erpelding Wealth Management Makes First Ownership Change In almost 40 years, Erpelding Wealth Management has grown from roughly 50 clients to 500 and $2 billion in assets.
We are pleased to share that Erpelding Wealth Management has reached a significant milestone: $2 billion in assets under management.
This achievement is meaningful because it reflects the families and businesses who trust us, our teammates who bring dedication and care to their work every day, and the relationships we have cultivated since our founding in 1987.
Our core values guide everything we do: Do the Right Thing, Pursue Excellence, with Gratitude & Positive Attitude. These principles shape how we provide clarity, confidence, and trusted advice – whether we are advising a family, supporting a business, or collaborating as a team.
We extend special recognition to Michael Erpelding for his vision and longstanding commitment to thoughtful, client-first financial planning. His leadership has helped define our culture and continues to influence how we serve clients and communities.
With growth comes responsibility. Serving our clients well and giving back to the communities where we live and work will always be central to who we are.
We are proud not only of what we have built, but how we built it. Thank you to everyone who has been part of our story – we’re grateful for your trust and energized for the journey ahead.
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Address
701 Xenia Avenue S, Suite 600
Golden Valley, MN
55416
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
