Fiduciary advisors in Iowa

Adel, Iowa

Nathan Clark is a financial advisor in Adel, Iowa, offering financial planning with a focus on retirement planning and investment management. He holds the CFP®, CHFC®, CLU®, and LUTCF® designations and is registered as an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC. His practice encompasses insurance, financial, business, and estate planning services, and he works through a five-step process that includes assessing client circumstances, establishing benchmarked goals, developing implementation strategies, coordinating with clients' other professional advisors, and providing ongoing monitoring and adjustments.

Altoona, Iowa

RCI Wealth Management, located in Altoona, Iowa, provides investment management and wealth management services. The firm emphasizes understanding clients' financial situations, objectives, and risk tolerance through long-term relationships built on transparent communication. RCI works with clients to evaluate financial options and develop individualized strategies.

Ankeny, Iowa

Custom Wealth Planners is a fee-only financial advisory firm in Ankeny, Iowa, founded by Travis, a CFA® and CFP® professional with institutional investment experience and expertise in retirement income planning. The firm operates on a fiduciary basis, limiting client relationships per advisor to provide personalized service and objective guidance without product commissions or conflicts of interest. Custom Wealth Planners serves families at or near retirement seeking tax-efficient income strategies and multi-generational planning, and offers virtual meetings for clients outside the Ankeny area.

Belle Plaine, Iowa

Johnson Insurance is an investment advisory firm in Belle Plaine, Iowa. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Bettendorf, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bettendorf, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning.

Burlington, Iowa

Harvest Financial LLC is a financial advisory firm based in Burlington, Iowa, operated by co-owners Matt Shinn and Mike, each with 25 years of experience in the financial services industry. The firm employs a team-based approach to address client financial needs across retirement planning, investments, and insurance, with services tailored to different life stages. The practice emphasizes developing personalized strategies after understanding client risk tolerance, time horizon, and objectives, while taking a proactive stance to help clients pursue long-term financial goals.

Carroll, Iowa

Silverleaf Wealth Management - Ann K. Slechta is an investment advisory firm in Carroll, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Carroll, Iowa

Prosperity Planning and Wealth Management is an investment advisory firm in Carroll, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cedar Rapids, Iowa

Freedom Capital Strategies is an investment advisory firm in Cedar Rapids, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Cedar Rapids, Iowa

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Cedar Rapids, Iowa. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cedar Rapids, Iowa

Carson Wealth is an investment advisory firm in Cedar Rapids, Iowa. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 70 Google reviews.

Cedar Rapids, Iowa

EDGE Investment Solutions is a Cedar Rapids-based firm offering financial planning, investment management, retirement planning, and wealth management services. The firm employs multiple investment advisor representatives affiliated with LPL and follows a four-step planning process that begins with a discovery meeting and culminates in ongoing plan execution and monitoring. Services also include estate planning and tax planning, with an approach centered on understanding each client's individual financial situation and adapting recommendations over time.

Cedar Rapids, Iowa

Iowa Retirement Benefits & Solutions provides financial planning, investment management, and retirement income strategy in Cedar Rapids, serving clients approaching or in retirement, including those with employer plans from large corporations and institutions. The firm emphasizes a transparent, process-driven approach centered on education, analyzing factors such as taxes, healthcare costs, and market risk to develop actionable retirement roadmaps. Services encompass Social Security optimization, insurance analysis, and ongoing plan adjustments as life circumstances change, with particular experience serving clients transitioning from employers like General Mills, Rockwell Collins, and The University of Iowa.

Cedar Rapids, Iowa

Fee-Only

Custom Fit Financial is an investment advisory firm in Cedar Rapids, Iowa. It acts as a fiduciary. Services include Financial Planning. Compensation is on a fee-only basis. The office is open two days a week.

Cedar Rapids, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Cedar Rapids, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. It holds a 4.4-star rating from 7 Google reviews.

Cedar Rapids, Iowa

Alber Asset Management is an investment advisory firm in Cedar Rapids, Iowa. The firm specializes in Investment Management. The office is open five days a week.

Cedar Rapids, Iowa

Creative Planning is an investment advisory firm in Cedar Rapids, Iowa. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 81 Google reviews.

Cedar Rapids, Iowa

Pulse Financial Services is a Cedar Rapids-based financial planning firm serving individuals, families, and businesses with a focus on retirement planning across all life stages. The firm offers comprehensive financial planning and investment management, with a team led by founder Rick Umbach and including wealth advisors Andy Umbach (CFP®, ChFC®, RICP®) and Stephanie Anderson (CWS®). The practice emphasizes personalized strategies aligned with clients' goals and life transitions, from student loan planning through wealth management and retirement.

Cedar Rapids, Iowa

Bridgeway Wealth Management is a registered investment adviser in Cedar Rapids offering investment management and retirement planning services. The firm works with retirees to develop income plans and withdrawal strategies, serves farmers with defined benefit plan management and strategic asset allocation, and assists accumulating families with goal-setting, risk assessment, and investment strategy development. Services span education savings planning, asset allocation optimization, and estate planning considerations.

Clear Lake, Iowa

Talbot Financial Designs in Clear Lake, Iowa offers estate planning, financial planning, insurance analysis, and investment management services. The firm works with clients typically aged 50–70 with joint incomes of $100,000 or more, using a four-step process that includes goal-setting calls, fact-finding meetings, implementation guidance, and ongoing reviews. The team, led by Robert Talbot (MA, RIA) and including Holly Talbot and Jennifer Talbot, emphasizes educational approaches to debt elimination, tax planning for high-income individuals, and retirement income design, with meetings available in-office or by video conference.

Clear Lake, Iowa

Johnson Wealth & Income Management is an independent wealth management firm based in Clear Lake, Iowa, with over 50 years of service history. The firm specializes in retirement planning and income strategies, serving affluent clients through a four-phase process of discovery, strategy development, implementation, and ongoing monitoring. The firm also offers tax strategy guidance and investment advice, and is a member of Retirement Income Source, a network of advisors focused on income-generating investment approaches.

Coralville, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Coralville, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4.6-star rating from 14 Google reviews.

Coralville, Iowa

Wealth Advisors Group is a fiduciary firm in Coralville, Iowa providing financial planning and investment management services. The firm builds personalized investment portfolios rather than using standardized models, and incorporates tax planning as part of its advisory approach. Led by owner Jason, a wealth advisor with over 30 years of industry experience including work with University of Iowa's retirement plan, the team also includes advisor Michael and assistant Victoria.

Corydon, Iowa

Tate Felton operates Felton Financial in Corydon, Iowa, offering financial planning with a focus on retirement planning and investment management. The firm is investment-licensed and structured around a client-first approach. The team includes Tate Felton as the principal advisor, along with support staff including Lucas Hemphill (Servicing Assistant) and Brenda Thomas (Client Relationship Specialist), who brings over 30 years of experience in insurance and college savings planning.

Davenport, Iowa

Investment Consulting Group, located in Davenport, Iowa, provides investment management services to corporate retirement plans, Taft-Hartley plans, government plans, endowments, foundations, and individual investors across the country. The firm guides clients through a structured process that includes setting objectives, determining asset allocation, selecting investment managers from a database of over 39,000 options, and ongoing performance measurement and rebalancing. The firm also offers educational programs for trustees and employees, and assists with cost containment by negotiating fees and commissions on behalf of clients.

Davenport, Iowa

Wally Nissen is a financial services practitioner in Davenport, Iowa, holding CLU and ChFC credentials. The practice serves individuals and business owners, offering insurance, investing, retirement planning, estate planning, and wealth preservation services, with access to products from multiple financial services companies.

Decorah, Iowa

Monarch Financial Group, based in Decorah, Iowa, is founded and led by Kennedy Folkedahl, a financial professional with seven years of industry experience previously serving the Ankeny area. The firm develops customized financial strategies for individuals, couples, and families in Northeast Iowa, emphasizing long-term client relationships and personalized guidance. The team includes Sandy, a licensed servicing assistant with over 15 years of experience at the Garnavillo office who handles client onboarding and account service, alongside marketing and client relations support staff.

Decorah, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Decorah, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Des Moines, Iowa

Gremler Wealth Management, based in Des Moines, Iowa, offers investment management and wealth management services. The firm is led by John T. Gremler, RFC, and operates through Cambridge Investment Research, Inc. for securities and Cambridge Investment Research Advisors, Inc. for advisory services. The firm is registered to serve clients in California, Colorado, Florida, Iowa, Illinois, Kansas, Minnesota, Missouri, North Carolina, Oregon, Texas, and Washington.

Des Moines, Iowa

Smith+Co Financial is a Des Moines-based firm founded by Jenny Smith, a financial advisor with over 20 years of experience in wealth accumulation, retirement planning, and business benefits. The firm operates with a small team including additional financial advisors and client service managers, offering services in saving, protecting, investing, planning, and retirement. The firm states it serves clients across a range of asset levels and emphasizes a straightforward, jargon-free approach to financial conversations.

Des Moines, Iowa

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.

Des Moines, Iowa

The Wealth Consulting Group is a boutique wealth management firm in Des Moines, Iowa, serving individuals and companies with financial planning and investment management. The firm offers Personal CFO services, sustainable investing strategies, and advanced planning support spanning estate planning, charitable planning, business succession, and retirement planning. The firm structures its team through an Investment Strategy Committee that develops model portfolios and an Advanced Planning Team that coordinates across multiple financial disciplines to address client needs.

Des Moines, Iowa

The Financial Specialists is an independent financial services firm based in Des Moines, Iowa that works with multiple insurance and investment providers. The firm offers comprehensive financial planning services and emphasizes placing client interests first in its advisory approach.

Dubuque, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Dubuque, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 3.9-star rating from 7 Google reviews.

Dubuque, Iowa

Rosemeyer Management Group is a Dubuque-based financial advisory firm offering investment management, retirement planning, estate planning, and tax planning services. The firm operates as a fiduciary and serves clients through individual portfolio management, retirement income planning including Social Security and pension coordination, and estate organization. Team members mentioned include advisors such as Payton, Kaley, and Andrew who conduct annual reviews and provide ongoing guidance aligned with clients' financial objectives.

Dubuque, Iowa

GOLDFINCH Wealth Management, operating as an LPL Financial affiliate in Dubuque, Iowa, offers financial planning, investment management, and wealth management services. The firm's advisors hold credentials including CFP®, ChFC, CPA, CLU, and MBA designations, with a minimum of 10 years of industry experience. The practice focuses on retirement planning and estate conservation, working with clients to identify financial objectives and construct investment portfolios using products from independent providers.

Dubuque, Iowa

Friday Financial is a fee-only fiduciary wealth management firm based in Dubuque, Iowa, offering investment management and comprehensive financial planning services. The firm is led by co-founders Ryan Burbach (CPA), Brian Griffin, and Nick Heiar, who emphasize evidence-driven planning that integrates tax strategy and coordination with clients' existing professional advisors. The team works independently to develop customized financial plans and provides ongoing wealth management guidance for individuals, families, and business owners in the region.

Dubuque, Iowa

Wealth Enhancement Group is an investment advisory firm in Dubuque, Iowa. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dubuque, Iowa

Freedom Financial Wealth Management, based in Dubuque, Iowa, provides financial planning, investment management, and retirement planning services. The firm, founded by CFP® Eric Hilbun with over 20 years of experience, manages more than $100 million in assets and offers personalized financial assessments, goal-setting support, and cash flow management to clients across different life stages. The practice emphasizes individualized strategies aligned with each client's specific circumstances and objectives.

Durant, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Durant, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Dyersville, Iowa

Financial Strategies is a full-service firm based in Dyersville, Iowa, offering retirement planning and estate conservation services alongside insurance analysis. The firm works with clients to establish financial objectives, recommend solutions aligned with individual circumstances, and track progress over time. The team includes licensed professionals such as health insurance agent Brenda Ludwig and can be reached at 563-875-9147.

Fairfield, Iowa

BlushGold Wealth & Legacy, based in Fairfield, Iowa, offers financial planning, investment management, and estate planning services for individuals, families, and businesses. Founded by Carol Robinson, the firm provides coaching in retirement and benefits planning, philanthropic strategies, and values-based investing, along with ancillary services such as trust administration, personal CFO support, and cash management through relationships with strategic partners. The firm serves clients seeking multi-generational wealth and legacy planning.

Fayette, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fayette, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Fort Dodge, Iowa

Trusted Advisors Wealth Management, located in Fort Dodge, Iowa, provides estate planning, investment management, and comprehensive wealth management services. The firm offers financial planning for retirement, business owners, and comprehensive life-stage strategies that integrate investments, taxes, insurance, and budgeting. The firm emphasizes a partnership-based approach with personalized planning that adapts to clients' changing circumstances, supported by ongoing engagement after the initial plan is created.

Fort Dodge, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Dodge, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Grimes, Iowa

Kramer Wealth Advisory is an independent financial services firm in Grimes, Iowa, offering financial planning and investment management to individuals and families across the region. The firm structures its approach around four phases: initial discovery of client goals and circumstances, creation of a personalized strategy integrating investments, tax planning, and estate planning, implementation of that strategy, and ongoing plan reviews. Services address diversified investing, tax-efficient asset management, estate and legacy planning, and risk management. The firm serves clients in Grimes and surrounding communities including Urbandale, Waukee, Johnston, and others throughout Iowa.

Guttenberg, Iowa

Andrew Reimer, Financial Advisor - Eagle Strategies is an investment advisory firm in Guttenberg, Iowa. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Hiawatha, Iowa

Fee-Only

Arnold & Mote Wealth Management is an investment advisory firm in Hiawatha, Iowa. It acts as a fiduciary. Services include Financial Planning, Investment Management, and Retirement Planning. Its advisors hold CFP credentials. Compensation is on a fee-only basis. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Humboldt, Iowa

Johnson Wealth and Income Management is an independent wealth management firm in Humboldt, Iowa that has served clients for over 50 years as a third-generation company. The firm specializes in retirement planning and income strategies, offering tax planning, investment advice, and a four-phase planning process that includes discovery, strategy development, implementation, and ongoing monitoring. The firm operates as an independent advisor with no ties to product manufacturers, focusing on individualized asset management for affluent investors rather than standardized approaches.

Indianola, Iowa

Retirement Solutions of Iowa LLC, based in Indianola, provides insurance analysis and retirement planning services. The firm emphasizes understanding clients' personal circumstances, objectives, and risk tolerance to support long-term financial planning. Securities and investment advisory services are offered through Integrity Alliance, LLC, a SIPC member firm.

Johnston, Iowa

Apella Wealth is a fiduciary financial advisory firm based in Johnston, Iowa, serving individuals, families, and business owners. The team includes five advisors with CFP credentials (Dennis Markway, Mark Broderick, and Penny Schmidt) and specialized experience spanning retirement planning, investment management, business retirement plan design, and estate coordination. Services encompass comprehensive financial planning, investment management, 401(k) plan administration for employers, and coordination with tax and legal professionals. The firm works with clients across life stages, from mid-career professionals to retirees and business owners.

Johnston, Iowa

Compound Planning is an investment advisory firm in Johnston, Iowa. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning and Wealth Management. The office is open five days a week.

Manchester, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Manchester, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Manning, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Manning, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Maquoketa, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Maquoketa, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Marion, Iowa

Josh Volgarino, CFP®, CExP™, ChFC®, WMCP® - Financial Advisor at Farther is an investment advisory firm in Marion, Iowa. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP and ChFC credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Marshalltown, Iowa

Laurie Gowdy - Thrivent Financial is an investment advisory firm in Marshalltown, Iowa. Services include Estate Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Moville, Iowa

Countryman Financial, based in Moville, Iowa, offers financial planning, investment management, and insurance analysis with a focus on insurance planning. Led by Chris Countryman, CEPA®, the firm works with individuals, families, and business owners using a collaborative, multi-specialist approach that begins with understanding client values and goals before developing coordinated strategies. The team employs structured planning tools and educational methods to address retirement, business transitions, and wealth coordination across major life milestones. With over 20 years of experience, the firm emphasizes practical guidance grounded in real-world client scenarios.

North Liberty, Iowa

Wealth Enhancement Group is an investment advisory firm in North Liberty, Iowa. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

North Liberty, Iowa

Charipar Wealth Management is a fee-based fiduciary firm in North Liberty, Iowa, serving individuals and families throughout Iowa and nationwide. The firm offers financial planning, investment management, retirement planning, and tax strategy services, with planning included as part of every client engagement rather than charged separately. As independent advisors with no commissions, they develop customized plans that adapt over time as clients' circumstances change, using conservative financial assumptions to stress-test projected outcomes.

Orange City, Iowa

The Pathway Financial Group, based in Orange City, Iowa, offers financial planning and wealth management services to individuals and families. Christopher Saras leads the firm, which provides retirement planning, estate planning, asset protection, charitable planning, investment management through Eagle Strategies LLC, and guidance on disability insurance and 401(k) rollovers. The firm follows a structured planning process that begins with a discovery meeting and incorporates ongoing monitoring and adjustment of financial strategies based on each client's specific circumstances, goals, and risk tolerance.

Sac City, Iowa

Innovative Financial Solutions Group - Alexa Lenhart is an investment advisory firm in Sac City, Iowa. Services include Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sibley, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sibley, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Sioux Center, Iowa

Doelman Financial Advisory & Wealth Management is a fee-based firm in Sioux Center, Iowa, serving professionals and business owners primarily in western Iowa and southeastern South Dakota. The firm offers investment management, wealth management, personal and business financial planning, with particular expertise in retirement income planning, tax optimization, estate planning, and business succession strategies. The team includes a CFP and an Accredited Wealth Management Advisor with retirement income certification, and the firm intentionally limits its client base to provide high-touch advisory service. Account minimums are based on client age, and the firm works with professional alliances in tax, legal, and estate planning to address comprehensive financial needs.

Sioux City, Iowa

Insurance-Based

Northwestern Mutual's Sioux City office provides financial planning, insurance analysis, and investment management services. The firm offers life insurance, disability insurance, long-term care planning, investment advisory services, and brokerage accounts as part of a comprehensive planning approach. Advisors work to understand client goals and priorities through detailed conversations to develop personalized strategies across multiple life stages.

Sioux City, Iowa

MG Nash Financial Solutions, founded in 1985 by Mike Nash, provides financial planning, investment management, and retirement planning services to clients throughout Iowa and nationally. The firm describes itself as independent, meaning it accesses a broad range of products rather than being tied to a single provider. The practice primarily serves senior clients and emphasizes a client-first approach built on understanding individual circumstances and objectives.

Storm Lake, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Storm Lake, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Tiffin, Iowa

Legacy Wealth Management, based in Tiffin, Iowa, provides financial planning, investment management, and insurance analysis services to clients seeking customized guidance. The firm operates on a fee-only basis and offers a structured planning process centered on discovery, analysis, recommendation, and execution. Services include retirement planning, risk management, and tax-focused strategies designed to support clients' financial objectives.

Urbandale, Iowa

Envision Wealth is a financial advisory firm in Urbandale, Iowa that provides investment management and financial planning services. The firm emphasizes a comprehensive, long-term planning approach focused on client goals rather than product sales, and partners strategically with First Financial Group, an independently-owned wealth management firm with offices across eight states. Services include retirement planning, Social Security analysis, and risk management, with an annual review process designed to address changing circumstances.

Urbandale, Iowa

Movement Wealth Partners is a financial advisory firm based in Urbandale, Iowa that offers investment management and financial planning services. The firm emphasizes a goal-oriented approach rather than product-driven recommendations, engaging clients to assess their financial situation and develop strategies aligned with their values and life objectives. The firm employs a team-based model and maintains ongoing client relationships with a focus on proactive guidance across major life events and long-term financial goals.

Van Horne, Iowa

Rausch Financial Services Inc is an investment advisory firm in Van Horne, Iowa. Services include Investment Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Webster City, Iowa

Dawson & Bertran Investment Advisors is an investment advisory firm in Webster City, Iowa. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Des Moines, Iowa

Carlson Wealth Management, based in West Des Moines, Iowa, offers financial planning and investment management services through a structured approach called the PLAN Success Cycle and coordinated planning across five domains: investment, retirement, tax, legacy, and risk management. Founded in 2002 by Lisa Carlson (NSSA®), the firm is supported by an investment team that includes multiple CFP® and CFA® credentialed professionals; the investment advisory services are provided through Advisory Alpha, LLC, a SEC-registered investment advisor. The firm structures its investment process around five core principles—strategy, rebalancing, diversification, security selection, and monitoring—and offers complimentary income planning and portfolio analysis consultations.

West Des Moines, Iowa

Vivid Tax & Wealth Advisors, founded in West Des Moines by Cameron McCarty, is a fiduciary firm offering wealth management, tax planning, estate planning, Social Security planning, federal benefits guidance, and Medicare consultation with a focus on retirement preparation. The firm operates as a collaborative team model, with Cameron—a third-generation financial advisor continuing his grandfather's practice that began in 1955—emphasizing tax-efficient strategies and coordinated planning across financial, tax, and estate domains. The company holds a 4.9-star rating on Google reviews and serves clients approaching or in retirement.

West Des Moines, Iowa

Wealth Enhancement Group is an investment advisory firm in West Des Moines, Iowa. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

West Des Moines, Iowa

Desla Wealth Management is an investment management firm based in West Des Moines, Iowa, serving approximately 60 individuals, families, and businesses across the United States with roughly $45 million in assets under management. The firm operates as a fiduciary and employs a research-driven approach grounded in evidence-based analysis and regular portfolio monitoring. The firm serves clients across multiple states and emphasizes transparent communication regarding portfolio decisions and investment strategies.

West Des Moines, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in West Des Moines, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 3 Google reviews.

West Des Moines, Iowa

Fee-Only

Foster Group is a fee-only financial advisory firm based in West Des Moines, Iowa that provides financial planning and investment management services. Operating as a fiduciary, the firm employs a disciplined planning approach focused on understanding clients' full financial context and applying evidence-based investment strategies. The team holds multiple professional credentials including AEP, AIF, CDFA, and CAPM certifications, demonstrating specialized expertise across estate planning, investment fiduciary standards, divorce financial analysis, and project management.

West Des Moines, Iowa

R2 Financial Strategies is an investment advisory firm in West Des Moines, Iowa. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 12 Google reviews.

West Des Moines, Iowa

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in West Des Moines, Iowa. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 7 Google reviews.

West Des Moines, Iowa

Gilbert & Cook is a registered investment advisor in West Des Moines serving high net-worth individuals and families. The firm provides financial planning services across retirement, estate planning, business succession, divorce planning, and wealth accumulation, along with investment management and tax strategy analysis. Operating as a fiduciary for over three decades, the firm assigns clients a Lead Advisor and Relationship Manager supported by specialists in planning and investment strategy. Gilbert & Cook operates as an independent RIA, allowing flexibility in investment selection and global investment opportunities.

Winterset, Iowa

Bridges Financial Inc, located in Winterset, Iowa, provides financial planning, investment management, insurance analysis, and tax planning services. The firm works directly with clients to develop investment strategies based on individual risk tolerance, time horizons, and objectives, emphasizing transparent communication and collaborative relationships.

Winterset, Iowa

Luckinbill Financial Advisors is an independent, SEC-registered advisor in Winterset, Iowa serving families within a decade of retirement. The firm offers retirement income planning, investment management using options-based hedging strategies (including ZEGA's Buy & Hedge approach), insurance evaluation, and tax-coordinated planning for rollovers and Social Security optimization. The practice follows a four-stage planning process that includes assessment, design, implementation, and ongoing monitoring with volatility-protection strategies. Founder Ken Luckinbill brings 27 years of corporate risk-management experience and focuses on families seeking growth with downside protection rather than diversification alone.