Expertise.com

2024

Last updated:

Best Financial Advisors in Iowa City

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Iowa City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

30Reviewed

23Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Iowa City, IA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Iowa City, IA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Iowa City? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1303 5th Street, Suite 207, Coralville, IA 52241

Expertise.com Rating

Review Sources

Google
4.7 (13)
Yelp
5.0 (7)

Why choose this provider?

Carrie Houchins-Witt Tax & Financial Services LLC caters to individuals, families, and businesses throughout Iowa City. It provides comprehensive financial planning services, including debt management, retirement planning, investing, and income tax planning. The firm also assists clients with tax preparation and planning, IRS representation, and divorce financial services. Owner Carrie Houchins-Witt worked as the city director of revenue management for the Kimpton Group Seattle and has earned the CFP and the CDFA designations. She is a member of the National Association of Personal Financial Advisors.

  • Financial Planning

4800 N River Blvd NE Ste 100, Cedar Rapids, IA 52411

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Jerry K. Ask Investment Services is a team of financial advisors serving Iowa City. It offers a variety of investment strategies, such as retirement income planning, tax reduction, and banking and lending solutions. It also offers a wide range of business planning services, such as banking and cash management, investment banking, and asset management. Jerry Ask, the company's founder, spent a decade working in the financial services industry before opening his own investment company in 1993.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

745 Community Drive, Ste E, North Liberty, IA 52317

Expertise.com Rating

Why choose this provider?

Tryon Investments, LLC, provides individuals and families with strategies, solutions, and planning for financial clarity and security. Serving Iowa City and the nearby metros, the firm offers services such as comprehensive and personalized financial planning, portfolio management, charitable giving strategies, and retirement planning. Its advisors also provide assistance with probate and estate planning, long-term care protection, and private placements. Tryon Investments was established in 2009 and mainly caters to the investment needs of high net worth and ultra-high net worth investors.

  • Certified Financial Planner (CFP)

711 2nd Ave SE Suite 200, Cedar Rapids, IA 52401

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Securian Advisors Midamerica provides financial advice services to people in Iowa City. It offers professional advice to business owners like retirement plans, business continuation strategies, executive benefits, and employee education. It also offers services like financial planning, investment strategies, and retirement plan to individuals and family. Thomas Bowen, a financial advisor in the company, has over 30 years of experience in the industry and specializes in retirement plans, succession planning, group benefits, asset management, and estate planning for company owners.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

4144 Golf Street NE, Cedar Rapids, IA 52402

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Basepoint Wealth is a fiduciary firm that offers financial planning, investment management, and independent advice for individual and business clients in Iowa City. It works closely with individual clients to analyze their goals, develop personalized plans and recommendations, and assist in their implementation. For businesses, the company often provides strategies that include tax reduction. Kate Wallace is the founding partner, president, and senior wealth advisor. She holds four designations, including Certified Financial Planner and Chartered Financial Consultant.

  • Certified Financial Planner (CFP)

2346 Mormon Trek Blvd, Suite 1000, Iowa City, IA 52246

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

The United Iowa Financial provides wealth management, financial planning, and retirement planning services to individuals, families, education employees, and healthcare professionals in Iowa City. Its team of advisors works directly with clients in developing investment strategies and comprehensive financial plans with a focus on securing their financial goals. In 2018, the firm was listed by Forbes as one of its Best-in-State Wealth Advisors. Its wealth advisors have CFP, AIFA, CRPF, CPWA, and AIF designations.

  • Certified Financial Planner (CFP)

103 E. College Street, Suite 210, Iowa City, IA 52240

Expertise.com Rating

Review Sources

Google
5.0 (12)

Why choose this provider?

Midwestern Financial Group serves clients in Iowa City. Its team offers financial planning and asset management services to help individuals and families meet short-term and long-term goals. The firm also helps plan for retirement with stable and sufficient income, even after leaving the workforce. In addition, business owners can get help with minimizing taxes, succession planning, and setting up corporate retirement plans. Co-founder and managing partner Joseph Jay is a Chartered Financial Analyst who worked in an Iowa-based investment firm.

  • Financial Planning

1202 Dina Court, Hiawatha, IA 52233

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Since 2000, Arnold & Mote Wealth Management has been providing financial services to clients in Iowa City. Its advisors help individuals manage their cash flow for current and future needs. They assist in reviewing insurance policies, setting up an estate, and planning for a stable and sustainable retirement. They also help set up investment portfolios based on clients' risk tolerance and goals. Quinn Arnold is a Certified Financial Planner with nearly two decades of experience in human resources and corporate finance.

  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Tax Planning

425 2nd Street SE 3rd Floor, Cedar Rapids, IA 52401

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

For over three decades, The Financial Specialists has been offering financial, retirement, and insurance planning and wealth management services to individuals and families in Iowa City. Focused on achieving the financial goals of clients, the firm guides them through various effective investment strategies. It also provides assistance in matters surrounding bonds, mutual funds, and stocks. Managing partner David Funke has ChFC, CLU, and LUTCF designations. He is also a member of the Cedar Rapids Association of Insurance and Financial Advisors.

  • Retirement Planning

3600 1st Avenue NE, Suite 100, Cedar Rapids, IA 52402

Expertise.com Rating

Why choose this provider?

Premier Investments of Iowa, Inc., is a financial services organization that serves clients in Iowa City. It helps individuals reach their financial goals through risk management, retirement planning, and pension analysis. Its financial planning program includes examining the background and financial concerns of clients, offering financial plans, and modifying such plans. It provides advisory and securities services through LPL Financial. Premier Investments of Iowa was established in 1989. Its owners, Jeffrey A. Johnston and Brock W. Renner, have more than 50 years of combined industry experience.

  • Private Wealth Advisor
  • Retirement Planning

3349 Southgate Ct. SW Suite 101, Cedar Rapids, IA 52404

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Gaylon Heetland is a financial consultant in Iowa City. He specializes in estate, income tax, retirement income planning, and investments. Heetland has been one of the financial advisors of Thrivent since 1995, which offers life, health, and disability income insurance. Heetland is a CFP and ChFC. He also has a life and health insurance license in Florida, Oklahoma, and Texas. Heetland also supports charities, including Special Olympics, Eastern Iowa Liberian Association, Inc., and Cleveland Area Neighborhood Association.

  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What does a fee-only financial advisor in Iowa City mean?

    When a financial advisor in Iowa City tells you that their payment structure is fee-only, this means they receive compensation solely from the fees, which are often set beforehand, for the services they provided. Most of the time, they receive the payments directly from the client. They do not earn commissions from referrals or product sales.

  • What does it mean when your financial advisor in Iowa City is a fiduciary?

    A fiduciary financial advisor in Iowa City means that they are bound by law to prioritize their client's financial interests and needs over their own and anyone else. They practice good faith in giving their clients the highest quality of service they can. If a client wants to know if their financial advisor is a fiduciary, they can simply ask them about it.

  • How is a financial advisor in Iowa City different from a financial planner?

    A financial advisor in Iowa City is someone who helps clients manage their money and assets by providing valuable insights that would help them in making a financial-related decision. On the other hand, a financial planner is also a financial advisor. However, they focus on coming up with detailed and often long-term plans for their clients to help them achieve their financial goals.

  • Why should retirees in Iowa City consider hiring a financial advisor?

    Retirees in Iowa City can benefit from working with financial advisors as they are knowledgeable in taxes and can help in preparing clients' annual returns. They also have the know-how when it comes to Social Security and Medicare systems so they can advise you on how to make the most of these benefits. Lastly, financial advisors can help prepare a retirement income plan tailored to a client's financial goals.

  • Where does one report suspected financial scams in Iowa City?

    If you think that you fell victim to a financial scam in Iowa City, call the Crime Prevention Office of the Iowa City Police Department at (319) 358-8477. If the scam involved an investment scheme, this should be reported to the Iowa Insurance Division, which can be contacted at (877) 955-1212. Meanwhile, if the victim is elderly, reach out to the Iowa Department of Aging by dialing (800) 532-3213.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.