Financial Advisors in Marshalltown, Iowa (Marshall County)

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 Group in 2012. Donald Erickson started Resource Planning Group, Inc. in 1986 with a desire to break away from the traditional approach to financial advising which included earning commissions from selling products. He began with a "fee-only" compensation method to allow for objective financial planning while seeking to alleviate conflicts of interest - and that is how Clarity still operates today.
Our team consists of several people, each with their own area of expertise, who will all contribute to each client's financial planning and investment advisory services. Clarity offers services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations. Most of our clients live in central Iowa and include: Iowa State University Faculty Small Business Owners Widows Medical Professionals
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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 and Asset Allocation Planning Retirement Planning Analysis Lifetime Income Planning College Funding Analysis and Planning Pension and IRA Rollovers Dimensional Fund (DFA) Advisor (www.dfaus.com). Our firm primarily utilizes DFA funds, which provide global investment solutions with state-of-the-art portfolio design and trading. These world class funds are only available through approved fee-only advisors like ourselves, and not available to the general public. In combination with Dimensional Funds, we offer a new model of investing based on financial science and engineering, decades of academic research, and not on speculation or market timing. Click here for more information.
Tax Services Income tax planning and return preparation for businesses and individuals Assistance with entity selection for businesses and real estate holdings Formulation of estate and gift tax strategies and estate planning Planning for required minimum distributions Roth IRA conversion analysis... See More

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 those thoughts into your financial planning and asset management decisions. Often this involves using advanced philanthropic planning techniques to help you achieve your vision for your own Financial Independence, coupled with leaving a Legacy for your Family and your Community. Our professional staff is strong on expertise and credentials, including: CFP - Certified Financial Planning PracitionersCFA - Chartered Financial AnalystsMBA - Master of Business AdministrationMSFS - Master of Science in Financial ServicesAEP - Accredited Estate PlannersCAP - Chartered Advisors in Philanthropy We work on an annual retainer fee basis. Our fees are based on a sliding scale according to the clients' Net Worth. You may contact us to set up an initial Opportunity Meeting at which you will not be asked to buy anything. The purpose of that meeting is to determine whether we should meet again for additional discussions.... See More

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 planners that work in teams with each client. Our specialties include philanthropic and stock based compensation strategies.... See More

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, we also provide comprehensive financial planning to help our clients grow and protect their hard-earned wealth.... See More

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 offer comprehensive financial planning that includes retirement projections, estate planning, tax planning, investment advice and much more. Ours is a client-focused, service-oriented boutique financial planning firm.... See More

TrueWealth Stewardship helps smart people develop and deploy a personalized financial strategy to ACCUMULATE AND PROTECT THEIR WEALTH without confusing advice or paying excessive taxes.

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 the ordinary and extraordinary periods of your life.
As a Certified Financial Planner (CFP®), Carrie helps families and individuals grow to meet their goals and strategically allocate their resources. As an Enrolled Agent (EA), Carrie assists individuals, families, and businesses with tax filings and related tax issues. She can represent and defend you, as needed, before the IRS as any CPA or tax attorney might. Because of Carrie's tax expertise, she is able to consider the tax implications of every financial decision, and make recommendations with an eye towards reducing her clients' tax burden.... See More