What We DoA Full-Service Approach to Your Financial Life.
Managing money well requires more than selecting the right investments. Taxes, preservation strategies, business interests, estate considerations, and retirement income all interact in ways that can work for you or quietly against you, depending on how they're coordinated. We take a comprehensive approach to your financial picture, bringing discipline and consistent communication to every decision so all the pieces are working toward the same goals.
Who We AreThe People Behind the Practice
Demery Wealth Advisors was founded by Kiley Demery, who grew up in a military household where discipline and accountability were habits before they were values. Today, he leads the firm alongside his wife Jenna, serving clients across the Twin Cities and many other states we are licensed in with a process-driven, relationship-first philosophy and a deep commitment to the Eden Prairie community and the people within it.
Who We HelpThe Clients We're Best Equipped to Serve.
Our work is best suited for people who are serious about the long game and want an advisor who stays actively engaged alongside them.
High-Net-Worth Individuals and Families
Individuals and families with $250K or more in investable assets seeking comprehensive, coordinated wealth management.
Small Business Owners
Owners seeking to attract and retain talent through qualified retirement plans and competitive compensation strategies.
Medical & Health Care Professionals
Dental, medical, chiropractic, and functional medicine professionals with unique income structures and long-term planning needs.
Women Investors and Professionals
Those who prioritize education, clear communication, and a financial relationship built on genuine long-term engagement.
