Best Financial Advisors in Iowa City

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
70+
Advisors
4.7/5.0
Average Rating

Iowa City Financial Landscape

Iowa City boasts a diverse economy driven by education, healthcare, and technology. The presence of the University of Iowa significantly influences local employment and innovation.

Major industries
Education, Healthcare, Technology
Population
71.6K (metro: 715.9K)
Median household income
$56,000
Unique needs
Iowa City's economy relies heavily on education and healthcare, necessitating tailored financial advice for local professionals.
Market Insights
Economic Growth
According to BEA (2023), Iowa City's economy is growing at 3% annually, driven by education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Iowa City is $56,000, with a significant portion of residents employed in education.
Advisor Specializations
Based on BLS (2023), financial advisors in Iowa City are increasingly focusing on education and healthcare professionals.
Local Considerations
Cost of Living
According to BLS (2024), Iowa City's cost of living is 10% lower than the national average, making it an attractive place for young professionals.
Real Estate Market
According to Zillow (2024), home prices in Iowa City have risen 5% over the past year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Iowa City is ranked among the top cities for startups, particularly in tech and healthcare innovation.

Top 5 Financial Advisors in Iowa City

James Investment Group, Inc
★ ★ ★ ★ ★ 5
Chris Leyden - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Chad L Reimers, AAMS®
★ ★ ★ ★ ★ 5
Bradley L Shelman - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Pira Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Iowa City, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Iowa City-Specific Expertise
For Iowa City residents working in Education, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Iowa City's reliance on education and healthcare poses risks if sectors decline. Real estate may face volatility; diversify investments and prepare for flooding risks.

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Find Financial Advisors in Nearby Cities

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