Personal Loan
Fixed-rate personal loans for debt consolidation, home repairs or major purchases, with clear terms and payments that fit your budget.
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Independent financial services in Burnsville, MN
The right account for every dollar. A fund for every goal.
Money Account Fund helps Minnesota families and businesses organize their accounts, grow their savings and investment funds, borrow wisely, plan for taxes and protect what they have built.
Smart accounts
Growing funds
Minnesota advisors
Where we help
Every account, every fund, one plan
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
Licensed advisors
About Money Account Fund
Accounts and funds, organized
Money Account Fund is an independent financial services firm in Burnsville, Minnesota. We help clients choose the right accounts, build savings and investment funds, and connect them to smart borrowing, tax and insurance decisions.
- 01
Account clarity
Know exactly what each account and fund is for and how it is performing.
- 02
Independent advice
Recommendations based on your goals, not commissions.
- 03
Twin Cities focused
Local advisors who know Burnsville, Dakota County and the metro area.
Our Services
All services
Financial services for every account and goal
Credit Loan
Credit lines and credit-builder loans, plus practical guidance on managing balances and building a stronger credit score.
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Mortgage Loan
Purchase and refinance mortgages in Burnsville, Dakota County and across the Twin Cities, compared across trusted lenders.
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Wealth and Investment Planning
Diversified investment funds and retirement plans matched to your goals, timeline and comfort with risk.
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Tax Advisory
Federal and Minnesota income tax planning and preparation, including property tax refunds, for individuals and small businesses.
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Insurance Services
Health, life, home, auto and umbrella coverage compared across trusted carriers, so your accounts stay protected.
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Our Method
Review. Organize. Fund. Grow.
01
Review
Meet us in Burnsville or by video to review your accounts, income, debts, savings and goals.
02
Organize
We match each goal with the right account, from checking and savings to money market and investment funds.
03
Fund
We set up automatic contributions so every account and fund is filled on schedule.
04
Grow
We review performance, fees and rates each year and adjust as your balances and goals grow.
Free resource
Your account health checklist
A quick monthly check keeps every account working for you. Work through the list yourself, or let us help.
Review It With an Advisor- Check every account for unexpected fees
- Compare your savings rate with high-yield options
- Confirm automatic transfers and contributions ran
- Review investment fund performance and costs
- Check your credit reports for errors
- Gather documents for Minnesota refunds and credits
- Review health, home, auto and life coverage
- Schedule a yearly review with your advisor
Testimonials
Minnesotans managing money with confidence
Money Account Fund helped us organize five scattered accounts into a simple system. We finally know where every dollar goes.
JOJennifer Olson
They explained the difference between our money market account and fund in plain English and moved our cash to a better rate.
ELEric Lindquist
Their tax team helped us claim the Minnesota homestead refund for the first time. It went straight into our savings.
SBSarah Bergstrom
We refinanced our Burnsville home with their help and used the savings to grow our retirement funds.
MHMichael Hanson
They consolidated my credit card balances into one personal loan and set up automatic savings at the same time.
AKAmanda Kowalski
Honest, organized and easy to work with. I trust Money Account Fund with our accounts, investments and insurance.
RPRyan Peterson
Latest Blog
All articles
Money and account guides
How to Choose the Right Checking and Savings Accounts
Your everyday accounts shape how easily you save and how much you pay in fees. Learn what to look for in checking and savings accounts.
Read article
Minnesota Property Tax Refunds for Homeowners and Renters Explained
Minnesota offers refunds and credits that can return part of your property taxes or rent. Learn who may qualify and how to claim them.
Read articleReady to put every account to work?
Book a free account review with a licensed advisor in Burnsville.