About
Our Story
The Hatlestad Group was started with the belief that financial planning should have a meaningful impact. Every day we strive to improve the quality of our clients’ lives because we understand that people live healthier and happier lives when they have a sense of purpose.
We design creative solutions to complex matters in the interdependent areas of cash flow, taxes, money management, estate planning, etc., to help ensure clients’ resources and values are aligned.
Aimee J. Hatlestad is a CFP® professional and the principal and founder of The Hatlestad Group. With over 27 years of experience, she has seen firsthand the value of unbiased financial planning expertise. Based in Edina, MN, just outside of Minneapolis, Aimee founded The Hatlestad Group to advocate for clients as they transition into retirement.
““I get to help people discover and clarify what’s most important to them.””
Why The Hatlestad Group
Our clients come to us because they are looking for a financial advisory firm to bring greater clarity to their complex finances. We focus our attention on one client at a time and help meet their ever-changing needs. We stand out from other firms in the following ways:
Fee-Only
The Hatlestad Group does not accept commissions. By providing comprehensive wealth management services on a fee-only basis, we can tailor our approach to your specific needs.
Expertise
As CERTIFIED FINANCIAL PLANNER™ professionals, we offer comprehensive financial planning for people preparing for the second half of their life. We partner with you in navigating important money decisions.
Fiduciary
As a Registered Investment Advisor, we are held to the highest standards and legal obligation of putting your best interest first.
Independence
We are an independent firm and have no ties to national companies. Our only obligation is to our clients, which means we can play a meaningful and transformational role in your life.
Adaptable
Staying sharp and adapting to change are critical to success. As our lives and needs evolve, we work alongside our clients to coordinate complete financial care.
Tax-Sensitive
We leverage strategies such as asset location and asset placement to optimize after-tax wealth so that you can keep more of your money in retirement.
Aimee J. Hatlestad, CFP®
Wealth Advisor and Founder
Aimee began her career in financial planning to be of service when it came to emotionally charged, complex financial decisions. She helps clients clarify what's most important to them and then leverages her expertise as a CERTIFIED FINANCIAL PLANNER™ professional to comprehensively meet their needs and free them to focus on their lives. A natural caregiver, Aimee distinguishes herself by the individual attention she gives to clients, aligning their money decisions with their values and helping to provide greater clarity with their complex finances. Her goal is to equip clients with a powerful confidence about how to live the second half of their lives.
With over 27 years of experience, Aimee has seen firsthand the value of unbiased financial planning expertise for individuals and couples planning the second half of their lives. After starting her career in the insurance industry, Aimee realized she wanted to make a bigger difference in the well-being of her clients. She earned her CFP® certification and founded The Hatlestad Group in Edina, MN. She holds the firm belief that financial advisors should have a meaningful impact and improve the quality of life for clients.
Aimee lives in St. Louis Park, Minnesota, with her husband and two teenage children. She is an active member of her community and supports nonprofit organizations such as Ripley Memorial Foundation and Northside Achievement Zone. Aimee is an outdoor enthusiast, reader, runner, and ice hockey player. In the summer, you'll also find her on the golf course or in her vegetable garden.
EDUCATION AND DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards
MEMBERSHIPS
- Financial Planning Association (FPA)
Email: aimee@thehatlestadgroup.com
Office: (763) 259-3637
Get Started
We invite you to get in touch with us for a complimentary 15-minute introductory call. We will discuss your concerns and goals and how we may be able to help.