Top financial advisors in Iowa City, IA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're approaching retirement or managing income streams from various sources, you need an advisor who understands how to optimize your retirement income in Iowa City, IA. A common mistake is not accounting for local tax changes, which can affect your net income and long-term plans.
- Local tax knowledge. Confirm the advisor is up to date on Iowa's recent retirement income tax changes and how they impact your withdrawals.
- Income sequencing. Ask how they plan the order of income sources to minimize taxes and penalties over time.
- Social Security timing. Discuss strategies for when to claim benefits to maximize your lifetime income.
- Withdrawal flexibility. Ensure they consider your changing needs and market conditions when recommending withdrawal amounts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Phuc L
Series 66, Series 63
Iowa City, IA
J.P. Morgan Securities
Phuc Lovan at J.P. Morgan Securities in Iowa City offers wealth management services backed by three years of industry experience and Series 63 and 66 licenses, suitable for managing retirement income with attention to local tax implications. His affiliation with a large firm known for institutional consulting and customized performance reporting distinguishes him from advisors at smaller firms, providing access to extensive resources and a 0.30% annual AUM fee structure.
Experience: 4 years
Avg account: $318,381
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Jordan M
Series 66
Iowa City, IA
Thrivent Investment Management
Jordan Meyer in Iowa City offers expertise in business ownership considerations, which can be crucial for retirees managing income from multiple sources. Affiliated with Thrivent Investment Management, a large firm providing dedicated planning services and managed-account programs, he supports clients with goal-based financial planning and consolidated billing, differentiating him from advisors focused solely on individual retirement income strategies.
Experience: 1 year
Avg account: $162,801
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Jeremy J
Series 66
Iowa City, IA
Raymond James Financial
Jeremy James offers expertise in general retirement planning and cash flow management, supported by 19 years of experience and a Series 66 credential. Operating within Raymond James Financial, a large firm known for flat-fee structures, he serves diverse clients including business owners and retirees, providing non-discretionary planning and investment consulting tailored to Iowa City's local tax environment.
Experience: 19 years
Avg account: $700,796
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Kelly B
CFP®, ChFC®, Series 66
Iowa City, IA
Edward Jones
Kelly Barta's expertise in retirement income strategy and local Iowa City knowledge positions her well to help manage retirement income streams effectively. With seven years of experience, CFP® and ChFC® credentials, and support from Edward Jones' extensive resources, she offers a comprehensive approach including ESG investing and tailored strategies for executives and business owners, differentiating her from other advisors in the area.
Experience: 7 years
Avg account: $246,728
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Robert S
CFP®, Series 66
Iowa City, IA
Partner Wealth
Robert Scott offers expertise in income planning and charitable giving, making him well-suited for managing retirement income in Iowa City. As a CFP® with 10 years of experience, he provides flat-fee financial planning through his independent firm, Partner Wealth, which manages $54.6 million using a primarily passive investment approach with low-cost index funds and ETFs.
Experience: 11 years
Avg account: $2,321,515
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