Find a Financial Planner in Davenport, IA

 

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We did the hard work of finding trustworthy partners in Davenport, IA.

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We Only Work With The Best Davenport Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Davenport, IA


  • Financial Advisor Close to Davenport, IA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Davenport Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Davenport area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Davenport can include managing client retirement accounts, investments, tax plans, and more.
18.6% of Davenport's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Davenport area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Davenport area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Davenport area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Davenport area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Iowa has unique laws defining which actions trigger a taxable event and has the 13th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Davenport area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Davenport area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Davenport, IA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Davenport, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Davenport financial advisors.
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How Retirement-Friendly is Davenport, IA?

  • Population: 102,169
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $135,000
  • Average Monthly Housing Cost: $848
  • Average Household Income: $68,559
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)


The Top Financial Advisor Firms in Davenport, IA


INVESTMENT CONSULTING GROUP INC

Website

(563) 322-2322

5117 Jersey Ridge Road, Suite 1

Davenport, IA 52807

SEC#: 801-38594
Years in Business: 30 years

QUAD-CITIES INVESTMENT GROUP, LLC

Website

(563) 484-5000

5177 Utica Ridge Road

Davenport, IA 52807

SEC#: 801-71612
Years in Business: 11 years

WEALTHSPAN PARTNERS, LLC

Website

(563) 723-7301

4620 East 53rd Street
Suite 201
Davenport, IA 52807

SEC#: 801-113832
Years in Business: 2 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(563) 326-2064

5187 Utica Ridge Rd

Davenport, IA 52807

SEC#: 801-69266
Years in Business: 13 years

BEYER & ROCK ADVISORY GROUP, LLC

Website

(800) 682-3937

2322 E. Kimberly Road,
Suite 150N
Davenport, IA 52807

SEC#: 801-114867
Years in Business: 2 years