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Bellwether Financial Advisor

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Bellwether Financial Advisor

Overview:

We are a fee-based registered financial advisory firm based in West Des Moines, Iowa. We serve clients in Iowa and Kansas.

At Bellwether Financial Advisors, we offer independent, objective financial planning and wealth management services. We understand that successful financial planning requires close collaboration with our clients and a broad range of technical knowledge. As a Bellwether client, you benefit from our detailed financial planning skills and our extensive experience. Our areas of focus include retirement planning, 401k to IRA rollovers, college savings accounts (such as 529 plans), estate planning, and investment management.

Please look through the site to learn more about our unique practice. We’re proud of the personalized care and results we provide for our clients. Give us a call or send an email to discuss your financial planning needs and how we can work together toward your financial goals.

History:

Our practice has been serving clients since 1993. The business started as Investment Advisory Group to trade stocks, bonds, mutual funds, and alternative investments for retail clients.

In 2004, Bellwether Financial Advisors was formed as an Iowa registered investment advisory firm, to offer fee-based financial advice to individuals and small businesses.

The two operations were combined into one entity in 2005 to expand the services available to all of our clients.

Toll Free: +1 800 524 0464

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