About Us
An independent Burnsville firm helping Minnesotans organize, save and grow their money.
Clarity for every dollar
Money Account Fund was founded in Burnsville to give families and business owners a clear view of their money. Our licensed advisors help clients choose the right checking, savings and money market accounts, build investment and retirement funds, borrow wisely, plan for federal and Minnesota taxes and protect their families.
As an independent firm, we compare products from a broad network of lenders, insurers and investment providers. That means our recommendations are driven by what helps your money grow, not by commissions.
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Licensed professionals
Experienced advisors in lending, tax, investing and insurance.
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Transparent pricing
Every fee explained clearly in writing before you begin.
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Local and national
Serving Burnsville, Apple Valley, Eagan, Lakeville, the Twin Cities and clients nationwide.
Client-first advice
Our Mission
To help every client put each dollar in the right place and build lasting financial security.
Our Vision
To be the Twin Cities' most trusted partner for clear, practical money guidance.
Our Values
Honesty, simplicity and respect, with advice that always puts the client's interests first.
How we work with every client
Review
Meet us in Burnsville or by video to review your accounts, income, debts, savings and goals.
Organize
We match each goal with the right account, from checking and savings to money market and investment funds.
Fund
We set up automatic contributions so every account and fund is filled on schedule.
Grow
We review performance, fees and rates each year and adjust as your balances and goals grow.
Areas we cover
Bank Accounts
Checking, savings and money market
Investment Funds
Mutual funds, ETFs and portfolios
Homeownership
Mortgages and refinancing
Retirement
401(k), IRA and Roth accounts
Taxes
Federal and Minnesota planning
Protection
Health, home and life coverage
What our clients say
Money Account Fund helped us organize five scattered accounts into a simple system. We finally know where every dollar goes.
They explained the difference between our money market account and fund in plain English and moved our cash to a better rate.
Their tax team helped us claim the Minnesota homestead refund for the first time. It went straight into our savings.
We refinanced our Burnsville home with their help and used the savings to grow our retirement funds.
They consolidated my credit card balances into one personal loan and set up automatic savings at the same time.
Honest, organized and easy to work with. I trust Money Account Fund with our accounts, investments and insurance.
Ready to put every account to work?
Book a free account review with a licensed advisor in Burnsville.