About us
Growth, driven by trust and teamwork
For over 25 years, Wealth Enhancement has remained dedicated to delivering team-based financial planning and building trusted partnerships. Financial planning works best when it’s personal – rooted in trust, teamwork, and a genuine commitment to our clients' future.
From pioneering the plan-led approach to top RIA
The foundation of our award-winning firm was laid in the mid-1990s by four financial professionals with a shared office space and core belief. Each had their distinctive specialties, but all had a commitment to delivering caring, exceptional service. They uncovered a common problem: Many of their clients pieced together their own financial management team – an ongoing project that can be stressful, complicated, and time-consuming. Our founding advisors realized they could take their service offering to the next level by working together.
Joining forces, Wealth Enhancement was born.
Wealth Enhancement is committed to offering a holistic approach to wealth management through the Roundtable™ – our robust fiduciary team dedicated to building dynamic financial plans, developing rigorously tested investment portfolios, and delivering outstanding service.
1997
Founded by four Minneapolis-based advisors who wanted to provide a team approach
2003
Jeff Dekko hired as CEO and remains to this day
2005
Surpassed $1B in AUM
2010
Began expansion into new states
2013
Exceeded $4B in AUM
2015
Added first custodial referral partner
2016
Added tax and consulting services
2020
Surpassed $25B in AUM
2021
Established trust services
2024
Exceeded $100B in AUM
2025
Expanded to 165 offices nationwide
Guided by purpose
Our mission is to work together to improve our clients’ lives by seeking to provide them the best possible financial advice. Every recommendation we make is grounded in our fiduciary duty to act solely in our clients’ best interest.
"From the very beginning, we’ve been committed to working as a team. I truly believe that when you bring together mission-driven people and empower them to do great work, it creates the best outcomes for our clients and for our firm."
Jeff Dekko, Wealth Enhancement CEO
Meet our leadership team
The Roundtable™ advantage
Our team of specialists and advisors – who we collectively call the Roundtable™ – works together to craft aligned, comprehensive financial plans. Clients benefit from tax-smart strategies, coordinated estate guidance, and personalized investment management.
Living our values
Our values extend beyond financial outcomes. From employee resource groups to community partnerships, we’re committed to reflecting the values of our clients and making a difference in the places we live and work.
We strive to deliver the best possible service to our clients.
We work together with a spirit of collaboration.
Our communication is simple and direct.
We are committed to improving and enriching lives.
We are defined by doing what’s right. Always.
All clients and colleagues are welcome and supported.
Shaping the future of wealth management
As one of the nation’s fastest-growing RIAs, we’re focused on long-term growth and innovation. Our path toward $1 trillion in managed assets reflects one thing: our clients’ continued trust in our team based approach.
In the community
Day of service
From stocking food shelves and cleaning up the beach, to walking dogs and assembling hygiene kits for a mobile shower program, hundreds of Wealth Enhancement employees across the country connect with colleagues and their community as part of our annual day of service.
Charitable matching challenge
Each year, teams at Wealth Enhancement nominate a not-for-profit organization that matters to them and compete to donate to these causes. At the end of the employee matching campaign, our company and executive leadership team contribute matching funds to make an even greater impact.