Fiduciary advisors in West Des Moines, IA

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

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

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

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.

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

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

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

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.