Fiduciary advisors in Cedar Rapids, IA

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

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.

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

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

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

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

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

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

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

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

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.