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Financial Advisors in Marion, Iowa (Linn County)

TrueWealth Stewardship
Marion, IA
Premier Listing

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
Conscious Capital
7 miles from Marion, 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

Jean Mote
7 miles from Marion, 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

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

Nikulski Financial, Inc.
67 miles from Marion, 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

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