Our purpose is simple
As fiduciaries, we equip you with the clarity, confidence, and personalized strategies you need to navigate life’s opportunities and pursue the unique financial future you envision. Through an integrated, client-focused approach, we bring together expertise across corporate retirement plans, institutional investing, and private wealth management to simplify complexity and help you achieve stronger, more coordinated financial outcomes.
A Different Kind of Firm
Uniquely Personal.
Uniquely Dedicated.
What sets us apart is our unwavering commitment to a client-first approach. We believe in a highly personal partnership with our clients, so we can tailor a strategy to your specific requirements. Stiles Financial is dedicated to helping clients navigate life’s financial milestones with clarity and confidence. Whether you’re an individual or a family, a corporate retirement plan sponsor, or a non-profit foundation, we have the team to address your needs in perpetuity.
Stiles Financial was founded by Susan M. Stiles in 2000. Susan is a dedicated professional with years of experience in wealth management, portfolio execution, and advising corporate retirement plan sponsors. She brings a valuable, service-driven perspective from her background in the hospitality industry and emphasizes exceptional service, attention to detail, and a client-first mindset. Her firm, and team, is built on the beliefs that strong relationships, honest guidance, and thoughtful strategies are the foundation of lasting financial success.
Ask Susan
Each month, Susan Stiles shares insights drawn from 34+ years of helping individuals and families navigate life’s milestones. From everyday financial decisions and long-term planning, to charitable giving and legacy considerations, and even raising the next generation of financially responsible individuals. Her column answers your questions with straightforward guidance and breaks down complex topics in easy to understand videos.
Have a question of your own? Submit it to “Ask Susan!” and it may be featured in an upcoming column.
Comprehensive Services Customized for You.
Stiles Financial is a private wealth management and corporate retirement plan advisory firm located in Edina, MN, a first-tiered suburb of Minneapolis. Our service models are geared to produce actionable outcomes for our clients. We’re known for being thoughtful listeners, and value meeting with our clients on a regular basis, which translates into intentional solutions.
Every portfolio we manage is custom-built to reflect the specific goals and risk profiles of our clients. We employ a fee-based, discretionary investment management model, evolving from our clients’ needs and using the latest tools and technologies to conduct our research and stay current with changing market conditions.
We integrate portfolio management with comprehensive wealth planning supported by a high-touch family office experience. Our corporate clients receive fiduciary consulting services for 401(k) retirement plans, corporate cash solutions, and nonprofit endowments.
Managing an institutional portfolio begins with establishing a disciplined investment framework that aligns with the organization’s mission, spending needs, and long-term objectives.
A strong private wealth management relationship begins with a deep and ongoing understanding of an individual’s goals and future vision.
A collaborative 401(k) consulting relationship begins with a clear understanding of the plan sponsor’s goals and fiduciary responsibilities in the best interest of their employees.
Uniquely Personal.
Uniquely Dedicated.
What drives us on a daily basis is our commitment to search for excellence in everything we do. From how we interact with our clients to how we collaborate with each other, we challenge ourselves to achieve the best outcomes. This requires daily oversight, frequent adjustments, open communication and the availability to answer questions and discuss concerns face-to face. It’s nice to know this gets recognized nationally*, but it’s even better knowing that our clients see and appreciate the qualities we hold dear in our core values.
Your experience is our priority
Our process is seamless and continuous.
1) Listen
We begin by understanding your needs and clearly documenting your goals.
2) Organize
Using your goals, we adhere to fiduciary responsibilities, bring best practices, consider requirements, formulate scenarios and communicate potential outcomes.
3) Formalize
We facilitate stakeholder agreement on the strategy for the plan, participants and investments.
4) Implement
Your timeline is simplified with our expertise, network and defined processes.
5) Monitor
You are informed via personalized outreach, periodic review meetings, custom reporting and education sessions. All crafted to best serve you and your employees.
We uphold a standard of excellence.
Our commitment to excellence is innate in the foundation of Stiles Financial from the beginning.
Top Financial Advisory Firm Recognition!
Stiles Financial Services, Inc. was recognized as a TOP FINANCIAL ADVISORY FIRM again in 2026 by Newsweek Magazine and by USA today for the fourth year in a row. Pretty cool!
If you know someone who could benefit from our services, pass along the good news. Better yet, have them give us a call!
