Arnold & Mote Wealth Management is a flat fee, fiduciary financial planning firm serving individuals and families in Cedar Rapids and surrounding areas. We are financial advisors in Cedar Rapids, Iowa helping local individuals and families in the Cedar Rapids/Iowa City, Dubuque, and Cedar Falls/Waterloo areas achieve their unique financial goals. We also work virtually with clients across the country, with clients in more than a dozen states. We provide holistic financial planning and wealth management services that cover much more than investments and retirement. From college funding and taxes, to insurance and employee benefits, we believe in comprehensive financial planning. See our services page for a list of all services, our fees, and examples of work.
Have a 401k you need to rollover? Is retirement coming soon for you? Or do you just need someone to help get you started on the right financial path today? BJ and Ryan are ready to help. Stop by soon or call to schedule an appointment.
We are locally own and operated financial planning firm located on the edge of Marion, Iowa. We would consider ourselves a blue collar financial planning firm. We cater to people who worked hard for their money and want someone to help them get the most out of retirement.
Hylland Capital is an independent, personal financial planner and investment advisor. We cater to helping young professionals save, grow their wealth, and achieve their financial goals. We are fee-only and a fiduciary.
