Acera Wealth Management, LLC is an SEC-registered investment adviser based in Bloomington, Minnesota. As a fee-only fiduciary, the firm is legally and ethically bound to act in its clients' best interests. It specializes in creating personalized financial plans and managing investment portfolios for individuals, families, and trusts, focusing on long-term goal achievement through a disciplined, evidence-based investment philosophy. The company emphasizes building strong client partnerships to navigate all aspects of their financial lives, including retirement planning, tax strategies, and estate planning.

Founded in

United States