Top financial advisors in West Des Moines, 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.
You might seek a financial advisor in West Des Moines if you're navigating retirement income planning, especially since Iowa has recently phased out taxes on much retirement income. Without expertise in local tax changes, you could miss opportunities to optimize your withdrawals and reduce tax burdens.
- Local tax knowledge. Confirm how they incorporate Iowa's recent retirement income tax changes into your plan.
- Income sequencing. Ask how they prioritize withdrawals from different accounts to minimize taxes and penalties.
- Social Security timing. Discuss strategies for when to claim benefits to maximize your lifetime income.
- Investment alignment. Ensure they adjust your portfolio to support your retirement cash flow needs and risk tolerance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen M
CFA®, Series 66, Series 63
West Des Moines, IA
Legacy Bridge Private Family Offices
Stephen Musser offers expertise in wealth management and cash flow budgeting, well-suited for retirement income planning in West Des Moines, IA. His firm, Legacy Bridge Private Family Offices, serves high-net-worth families with discretionary investment management and private family office services, using diversified multi-asset portfolios and a flat-fee structure, distinguishing him from advisors with different client focuses or fee models.
Experience: 16 years
Avg account: $6,397,807
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Matthew K
Series 63, Series 66
West Des Moines, IA
Charles Schwab
Matthew Kenny's 11 years of experience and expertise in multi-state taxation and private investments equip him to navigate West Des Moines' retirement income tax changes effectively. Affiliated with Charles Schwab, a large firm serving high-net-worth clients with a 0.80% AUM fee, he offers access to discretionary managed accounts and multi-asset portfolios, distinguishing him from advisors at smaller firms.
Experience: 11 years
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Eric R
ChFC®, Series 63, Series 65
West Des Moines, IA
Wells Fargo Advisors
Eric Raasch's 37 years of experience and ChFC® designation equip him to navigate complex retirement income planning in West Des Moines, including local tax changes. Affiliated with a large firm, he serves high-net-worth clients and offers fee-based asset management with customized strategies, distinguishing him from advisors with smaller client bases or less comprehensive investment approaches.
Experience: 37 years
Avg account: $514,335
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Tiffany S
CFP®
West Des Moines, IA
Gilbert & Cook, Inc.
Tiffany Scharfenkamp specializes in retirement income strategy and income planning, making her well-suited to address retirement income needs in West Des Moines, IA. As a CFP®-certified advisor at Gilbert & Cook, Inc., she offers flat-fee services and serves high-net-worth clients with a tailored investment approach that blends active and passive strategies, differentiating her from others by integrating insurance and alternative investments.
Experience: 0 years
Avg account: $1,813,233
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Joshua E
Series 63, Series 65
West Des Moines, IA
Commonwealth Financial Network
Joshua Ervasti's expertise in retirement income strategy and tax-loss harvesting suits clients navigating Iowa's recent retirement tax changes. Operating within Commonwealth Financial Network, a large firm offering discretionary model portfolios and flat-fee consulting options, he combines 16 years of experience with a focus on passive and active portfolio management, differentiating him from advisors with smaller firm affiliations or narrower fee structures.
Experience: 16 years
Avg account: $568,323
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