Adam Smith Advisors Team

2017 FIVE STAR WEALTH MANAGERS:
Kathleen Tranovich, CFP®; John O’Connor, CFA; and Keith Tufte, CFA, MBA

Adam Smith Advisors Overview

ASA_logo_smAdam Smith Advisors, LLC (ASA) is an independent wealth management firm serving individuals and families by creating customized, low-cost portfolios based on their financial situation today while simultaneously planning for the future using our unique and proprietary “One-Page Financial Plan.” We also specialize in managing 401(k) plans for small businesses. ASA is an SEC registered investment advisor (RIA) and our compensation is fee-based. ASA employs a team of professional and experienced advisors, most of whom have professional designations such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP). Many of our advisors have been named FIVE STAR Wealth Managers in 2016 and 2017 by Mpls.St.Paul Magazine and Twin Cities Business Magazine. If you need wealth management experts to focus on your personal financial plan or if you would like a second opinion about your current portfolio, contact us today to schedule a free consultation at 952-253-6024!
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A proven, long standing team of professionals dedicated to family wealth management principles that firmly positions ASA as an advocate for their client families.
A commitment to discovering your financial needs and dreams and to directing a process that makes your unique financial goals a reality.
A proven wealth management process that focuses on building net worth while efficiently managing cash flows needed to serve a family’s life style needs and inter-generational planning requirements.
A robust investment strategy, built on exceptional academic research that delivers excellent risk adjusted investment returns and peace of mind.
In addition to dedicated portfolio management, a focus on complex life planning opportunities you face in enhancing and protecting wealth, transferring and donating wealth.
Investment Minimum: $500,000

Don’t meet our $500,000 minimum? 

Click here to learn more about our Financial Foundations Portfolios

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Our Services

  • Investment Management
  • 401K Solutions
  • Retirement Planning
  • Family Office
  • Estate Planning
  • Tax Advice