Iowa Wealth Management

Iowa Wealth Management Fee-Only Registered Investment Advisory Firm
3 generations and 45+ combined years of experience

08/28/2026

What's your CFA order? Chick-fil-A happens to be a minute away from our office, so we joke it's our "corporate cafeteria". Let us know, what should we order next time we visit?

08/26/2026

"What's your number one investment recommendation?" - a question we hear a lot.

The answer isn't so simple. Hear Libby's response to that question and her thoughts about making informed recommendations for clients.

08/24/2026

Do you keep a brain dump notebook? Our Client Experience Associate, Allison, is sharing her tips on how she stays organized and keeps all her must-know information on hand!

08/12/2026

We’re proud to share this video highlighting Okoboji Entrepreneurial Institute, a premier college educational program in the Iowa Great Lakes. Our very own Libby Glaser Johnson was recently featured as both an alumni and current sponsor, sharing how the experience impacted her both personally and professionally.

Iowa Wealth Management is honored to support programs that create opportunities for students and invest in the next generation of leaders. Congratulations, OEI, on 20 years!

08/07/2026

Jon's back with his "Summer Reading Series"! We'd love to hear your favorite summer reads - comment below with your favorite books, investment topics or otherwise!

08/05/2026

Found a new TikTok trend, so we had to try it ourselves! Let's play a game of "What's in Becca's desk?" :)

08/03/2026

Coffee Review time! Our office took a trip to Eden Coffee in Waukee! 1000/10! We LOVED it!

Where should we try next?! Leave us a comment with your favorite DSM coffee shops!

07/30/2026

Another round of "This or That" with the 4th generation of Iowa Wealth Management. But really, little ones are always welcome here!

We know life doesn't stop when you have young children, and your financial planning shouldn't have to either. Whether your kids are tagging along for a meeting or just stopping by to say hello, we're always happy to have them in our office.

07/27/2026

No minimum asset requirement. No barriers to getting trusted financial advice!

Whether you're just starting to build wealth, planning for retirement, or somewhere in between, Iowa Wealth Management is here to help. We believe everyone deserves access to personalized financial guidance, not just those with large portfolios.

If you're looking for a long-term financial partner, we'd love to start the conversation.

Address

4601 Westown Parkway, Ste. 210
West Des Moines, IA
50266

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+15152251924

Website

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