Find a Financial Planner in Des Moines, IA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Des Moines 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 Des Moines, IA


  • Financial Advisor Close to Des Moines, 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 Des Moines Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Des Moines area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Des Moines typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.3% of Des Moines's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Des Moines area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Des Moines area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Des Moines area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Des Moines area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor in the Des Moines area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 Des Moines 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 Des Moines, 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 Des Moines, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Des Moines financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Des Moines, IA?

  • Population: 215,636
  • % of Population 62 Years and Over: 15.3%
  • Average Home Value: $138,300
  • Average Monthly Housing Cost: $942
  • Average Household Income: $69,074
  • 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 Des Moines, IA


DMKC ADVISORY SERVICES, LLC

Website

(515) 221-1133

3900 Ingersoll Avenue
Suite 300
Des Moines, IA 50312

SEC#: 801-68395
Years in Business: 13 years

RIA ADVISORY GROUP, LLC

Website

(515) 965-8585

500 Sw 7th Street
Suite 305
Des Moines, IA 50309

SEC#: 801-117837
Years in Business: 1 years

PRINCIPAL ADVISED SERVICES

Website

(877) 543-2996

655 9th Street

Des Moines, IA 50309

SEC#: 801-114432
Years in Business: 2 years

PRINCIPAL GLOBAL INVESTORS

Website

(800) 533-1390

801 Grand Ave

Des Moines, IA 50392

SEC#: 801-55959
Years in Business: 22 years

PRINCIPAL REAL ESTATE INVESTORS LLC

Website

(180) 053-1390

801 Grand Ave

Des Moines, IA 50392

SEC#: 801-55618
Years in Business: 21 years

WEST FINANCIAL ADVISORS, L.L.C.

Website

(515) 284-1011

111 East Grand, Suite 412

Des Moines, IA 50309

SEC#: 801-109976
Years in Business: 4 years

LEGACY FINANCIAL GROUP

Website

(515) 255-3306

6000 Grand Avenue
Suite B
Des Moines, IA 50312

SEC#: 801-79803
Years in Business: 6 years

PRINCIPAL SECURITIES, INC.

Website

(888) 774-6267

655 9th Street

Des Moines, IA 50309

SEC#: 801-54949
Years in Business: 23 years

VOYA FINANCIAL ADVISORS, INC.

Website

(180) 035-2906

699 Walnut Street
Suite 1000
Des Moines, IA 50309

SEC#: 801-46585
Years in Business: 26 years

BTC CAPITAL MANAGEMENT

Website

(515) 245-2416

453 7th Street

Des Moines, IA 50309

SEC#: 801-62140
Years in Business: 17 years