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Wealth Management & Financial Planning
Your Guide for Your
Next Financial Chapter
We help financially savvy professionals and families navigate retirement with confidence — so the next chapter is your best one.
See If We're a Fit
Fee-Only Fiduciary
CFP® & CFA®
Edina, Minnesota
Who We Serve
Financial clarity for life's biggest transitions
Whether you're approaching retirement, navigating a career change, or managing sudden wealth — we help financially savvy professionals and families make confident decisions with a clear, integrated plan.
25+
Years
100%
Fee-Only
CFP®
& CFA®
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What Clients Say
Built on trust, measured in clarity
Mark and his team helped us see our entire financial picture for the first time. We finally feel like we have a real plan — not just a collection of accounts.
Client
Pre-Retiree, Edina
What sets Sona apart is how they connect investments, taxes, and legacy into one conversation. It changed the way we think about our money.
Client
Business Owner, Minneapolis
5.0 on Google Reviews
What We Offer
Three disciplines, one integrated approach
Most firms focus on one lane of the financial road. We combine all three to help you see the full picture and make smarter decisions.
Investments
We manage your portfolio to help build wealth, manage risk, and support your goals.
Taxes
We create tax-efficient strategies to help you keep more of your money.
Legacy
We work with you to pass on your wealth to the people you love.
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MarketWatch
Los Angeles Times
Logos represent media outlets where Mark Struthers has been quoted or featured. Media appearances do not constitute endorsements or affiliations. See media page.
Ready to see what's possible?
A 30-minute conversation to see if we're the right fit. No pressure, no obligation — just clarity.
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Sona Wealth Advisors
200 Southdale Center
Edina, MN 55435
About
Our Process
Services
Insights
Contact
© 2025 Sona Wealth Advisors
Fee-only fiduciary. Investment advisory services offered through Sona Wealth Advisors, LLC.