Demery Wealth Advisors

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Demery Wealth Advisors Clarity for your wealth. Confidence for what comes next.

Comprehensive, coordinated wealth management for individuals, families and business owners seeking to build, preserve and transition wealth with purpose.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
10/17/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
10/15/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Markets are shifting under the surface. Key themes: consumer strength, AI capex, uneven inflation, broader equity leader...
10/15/2026

Markets are shifting under the surface. Key themes: consumer strength, AI capex, uneven inflation, broader equity leadership, and credit quality.

Explore Demery Wealth Advisors’ perspective on consumer spending, AI investment, inflation, diversification, and credit quality as 2026 draws to a close.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
10/12/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
10/10/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/08/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

When was the last time you updated your will?
10/05/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
10/03/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
10/01/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
09/28/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

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Bloomington, MN
55437

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+19528372687

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