Financial Advisors in Waterloo, Iowa (Black Hawk County)

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.

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

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

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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