INTEGRITY IS THE FOUNDATION OF UNITED IOWA FINANCIAL’S GUIDING PRINCIPLES.
2023 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in January 2023 based on data from March 2021 to March 2022. 8,000 Management Teams were considered, approximately 2,800 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
We help individuals across every profession and every stage of life set and meet their goals for the future—from saving for retirement or your children’s education to leaving behind a legacy and pursuing the passions and hobbies that give your life meaning.
You have a choice! United Iowa Financial is happy to offer employees of certain universities and hospitals actively managed employee retirement accounts, financial planning, and comprehensive investment strategies
Certain realities like pay gaps, career breaks and longer average life spans require women to invest differently. At United Iowa Financial, our advisors embrace a diverse range of strategies that factor in the different needs of women.
A community is only as strong as the people who support it. At United Iowa Financial, we’re committed to helping individuals and organizations make a lasting impact on the world around them through philanthropy and planned giving.
United Iowa Financial helps you understand the ins and outs of today’s financial markets so you can grow your wealth and plan for the future.
“Our clients don’t measure their success in benchmarks or standard deviations so neither do we. We celebrate retirements, new homes, kids off to college, and all the life events that come with financial confidence. “
Eli Wynes, Wealth Advisor, and CFO
“The road to your retirement is yours to take. Money is the vehicle, and proper planning will dictate whether that road is straight, curvy, bumpy or flat”
Michael Lehman, Wealth Advisor, and Chief Planning Officer
“Talking about money shouldn’t be scary or taboo. Having honest and open conversations about financial topics is one of the easiest ways to lessen the discomfort and lighten the tone of investing.”
Mollie Thomsen, Wealth Advisor, and Chief Operations Officer
“Financial Literacy and understanding how money can work for and against you is one of the best ways to make better decisions and maximize opportunities.”
Carrie Wagner, Wealth Advisor, and Chief Development Officer