Financial Advisors in Marion, Iowa (Linn 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

Andrew Swanson
Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients' best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry. ... See More