Lundeen Abrams Advisors

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Lundeen Abrams Advisors A Legacy of Trust. Please see website for disclosures. Lundeen Abrams Advisors (“RIA Firm”) is a registered investment adviser located in Minnetonka, MN.

Lundeen Abrams Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lundeen Abrams Advisors' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lundeen Abrams Advisors' web site on the Internet should not be construed by any consumer and/or prospective client as Lundeen Abrams Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lundeen Abrams Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lundeen Abrams Advisors, please contact the state securities regulators for those states in which Lundeen Abrams Advisors maintains a registration filing. A copy of Lundeen Abrams Advisors' current written disclosure statement discussing the RIA Firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lundeen Abrams Advisors upon written request. Lundeen Abrams Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lundeen Abrams Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

10/16/2026

October is Financial Planning Month—a timely reminder to take a thoughtful look at the pieces of your financial life.

Our latest blog explores the key areas of a well-rounded financial plan: cash flow and budgeting, investing and risk management, tax planning, and estate planning.

Whether you are building your plan independently or working with an advisor, informed decisions today can help support the goals that matter most tomorrow.

Read the full blog and reach out when you’re ready to start the conversation. We are here to help. https://www.lundeenabrams.com/post/celebrating-financial-planning-month

09/18/2026

The “pink tax” is only one example of a larger inequity. Women working to build financial security often face a deck stacked against them: lower earnings, disproportionate unpaid caregiving responsibilities, and longer retirement years to plan for. The cost isn’t just in the price of everyday products. It’s in the opportunities and resources that can compound over a lifetime. Read our latest article for the full conversation: https://www.lundeenabrams.com/post/the-pink-tax-is-the-cheapest-bill-we-pay

09/11/2026

Bring gently used decorations you no longer need. Take home holiday decor you can use. Swap it for free! The theme for Hennepin County's Swap-It event coming up on Saturday, September 26, is holiday decor, from Halloween to New Year’s Eve and every holiday in between.

Learn more at https://www.hennepincounty.gov/swap-it .

Today, we pause to remember the lives lost on September 11 and honor the courage, compassion, and resilience shown in it...
09/11/2026

Today, we pause to remember the lives lost on September 11 and honor the courage, compassion, and resilience shown in its aftermath.

More than a memory. Find your resilience.

This Labor Day,
09/04/2026

This Labor Day,

08/21/2026

Could stagflation be making a return—or are today’s economic signals telling a more complicated story?

📊📊💰

Our latest blog explores the connection between inflation, economic growth, employment, and what uncertainty can mean for households.

Read the full post to learn more. https://www.lundeenabrams.com/post/has-stagflation-returned

From time to time, our firm likes to remind clients about the importance of keeping their life insurance information org...
07/30/2026

From time to time, our firm likes to remind clients about the importance of keeping their life insurance information organized and accessible. Gathering and storing key records helps beneficiaries know where to turn when they need it most. Swipe through for a checklist of documents to keep together.

Taking the time to organize these documents is also a great opportunity to review your policy and beneficiary designations, ensuring everything is accurate and up to date. If you have questions about your coverage or would like help reviewing your policy, reach out anytime.

Cash reserves, funds set aside for unexpected expenses or short-term needs, can play an important role in an overall fin...
07/29/2026

Cash reserves, funds set aside for unexpected expenses or short-term needs, can play an important role in an overall financial strategy, especially when it comes to preparing for the unexpected. Swipe through for a closer look at what they are and why they may matter.

If you would like help evaluating whether your cash reserve strategy fits your overall financial picture, give us a call. We are happy to help.

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Minnetonka, MN

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