Family founded, future oriented. Iowa City’s trusted financial advisors since 1984.

Planning for tomorrow together means listening to you, educating you about your options and supporting you through life’s transitions. As your fiduciaries, we are committed to understanding and building smart strategies that are designed to help meet your financial needs and align with your values.

Why Choose a CFP?

Regardless of whether you choose to work with our office, we hope you work with a CFP®. CFP® Professionals are held to strict ethical standards, they must acquire several years of experience relevant to delivering financial planning services, and must pass the CFP® Certification Exam before they can call themselves a CFP® professional.