Colleen Weber CPA, LLC is an independent fee-only CPA and financial advisory firm based in Chanhassen, Minnesota. We apply over 20 years of financial planning experience to help our clients integrate tax planning, investment strategies, and financial optimization that brings them closer to their goals.
We simplify the process of managing your wealth by handling all aspects of your financial planning, including your tax returns. As a CPA and CERTIFIED FINANCIAL PLANNER™ professional (CFP®), we take the time to uncover your concerns, questions, perspectives, and goals to develop a personalized financial plan that’s distinctly yours.
Who We Serve
As a Minnesota-based fee-only financial advisor and CPA firm, we serve clients in the greater Minneapolis–Saint Paul area, throughout Minnesota, and the United States. We work with a wide range of clients, including hardworking professionals, women, pre-retirees, and retirees.
Regardless of your age or profession, we’re determined to help you sort through the financial complexities to bridge the gap between your goals and reality. Our services are best suited for families and individuals with minimum investable assets of $1.5 million who need experienced professionals to manage the entirety of their portfolio.
As you experience life events, market shifts, and tax law changes, you’ll have a knowledgeable and trusted CPA financial advisor looking out for you. Our comprehensive wealth management services encompass your full portfolio, which allows us to effectively plan toward your desired outcomes. The services we offer are individualized based on your financial situation. For those reasons, we do not offer singular projects.
Over 15 years of experience Financial Planning
Let’s work together to best position you to meet your goals and have financial peace of mind.