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Financial Advisors in Iowa

How's your balance?

We work with just like you. People who are smart and hard-working, but starved for time. People who value long-term relationships and professional guidance when managing their personal and family finances.

Oftentimes, people just like you get so busy with life... their money and their values get "out of whack" (a VER... See More

Highlights: Business Planning, Fiduciary, Retirement Income Planning, Legacy Planning, Retirement Distribution Plan, Estate Planning, Investment Consulting, Rollover Of 401k Or IRA, Financial Planning Advice And Services, Comprehensive Financial Planning, IRA, Retirement Planning, College Planning

Kacy Bass, CFP
Clarity Asset Management, Inc. ("Clarity") is a registered investment advisor wtih the SEC, and operates as a fee-only financial planning and investment management team. Clarity was founded in 1998 and merged with Resource Planning Gro... See More

Nikulski Financial, Inc.
Bettendorf, IA

Andrew Swanson
Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients' best interests at the forefront of... See More

Conscious Capital
Cedar Rapids, IA

Derek Tharp, CFP, CLU, RLP
Conscious Capital is a fee-only boutique wealth management firm that specializes in socially conscious investing. In addition to helping our clients manage their investments in a manner that is consistent with their values,... See More

Carrie Houchins-Witt, CFP, EA
Illuminating your family's path to a brighter financial future.
Carrie Houchins-Witt Tax & Financial Services LLC is an independent, fee-only planning firm that specializes in comprehensive financial planning for both t... See More

Kane Company, P.C.
Johnston, IA

Steven Kane, CFP, CPA/PFS
Investment Advisory Services & Personal Financial Planning Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds). Personal Financial Planning and Investment Analysis Risk Tolerance a... See More

Syverson Strege and Company
West Des Moines, IA

David Strege, CFA, CFP
Our firm specializes in assisting successful families connect their Wealth with their Life. Our Values Based Planning process begins with assisting you in discovering what is important to you and your family, then integrating t... See More

Jean Mote
Cedar Rapids, IA

Fee-Only advisors who serve "the millionaires next door," physicians, small business owners, young professionals, those nearing retirement, those charitably inclined, widows/widowers, divorcees, and other seeking personalized service. We o... See More

Highlights: Income Tax Planning, Investment Services, Investment Consulting, Retirement Scenario Planning, Investment Planning, CFP ®, CFP®, Business Owners, Charitable Planning, Fee Only, Retirement Planning & Investing, Retirement Planning, Financial Planning, Member Of NAPFA, Financial Planning For Physicians, Rollovers, Financial Planning For Women, Retirement Income Planning, Estate Planning, Independent Investment Advisor
Syverson Strege & Company
West Des Moines, IA

Provide fee-only financial planning for executives and small business owners. A values based approach is used to first determine what is important to our clients. Then an integrated financial plan is developed. We have 10 professional financial pl... See More

Highlights: Comprehensive Financial Planning, Charitable Planning, Values Based Planning And Stock Based Compensation Strate

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