Taber Asset Management

About

Taber Asset Management is a fiduciary-registered investment advisor based in Des Moines, Iowa (with an office in Alexandria, Virginia) that has operated since 1998. The firm offers custom investment portfolio management, investment advice, and retirement planning services for IRAs, 401(k)s, Roth accounts, taxable accounts, and trust funds, operating on a fee-only basis. Leadership includes Bill, the founder and president with Series 65 registration and extensive financial services experience, along with Associate Advisor Anastasia, a CFP professional and Series 65 registered, and other team members. The firm emphasizes personalized client relationships and investment research delivered under fiduciary standards.

Specialties

Firm details

Languages

English

Hours

Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed

SEC registered

No