Financial Advisors for Business Executives in Iowa
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Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Financial Advisors
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
3 Client Reviews
"Working with Ryan has been an incredible experience for our family. Since working with Ryan we feel more confident about our financial decisions than we ever have. He took the time to really understand our family's values and hopes for this partnership. His wisdom has helped us navigate many aspects of our finances and hopes for the future. We are so grateful!"
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
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FrequentlyAsked Questions
Do business executives need a financial advisor?
Yes. Executives often have equity compensation, RSUs, deferred income, and concentrated stock exposure. A specialized advisor can help manage these complexities, reduce tax liability, and create a long-term wealth plan.
How do I find a financial advisor who understands executive compensation?
Look for a fee-only fiduciary with experience in executive planning. Search through NAPFA, the CFP Board, or platforms like Sam’s List, and ask questions about their experience with ISOs, RSUs, and AMT planning.
What services should a financial advisor offer business executives?
Equity comp planning (RSUs, stock options) Tax optimization (including AMT and deferred comp)
Diversification from concentrated stock
Retirement, estate, and risk planning
Succession and legacy planning
Diversification from concentrated stock
Retirement, estate, and risk planning
Succession and legacy planning
What credentials should I look for in a financial advisor?
CFP® (Certified Financial Planner) CFA (Chartered Financial Analyst)
CPA/PFS (Personal Financial Specialist)
Also confirm they’re fee-only and act as a fiduciary.
CPA/PFS (Personal Financial Specialist)
Also confirm they’re fee-only and act as a fiduciary.
Why Business Executives Need a Specialized Financial Advisor
Business executives have complex financial needs—stock options, RSUs, deferred comp, and higher tax exposure. That’s why it’s critical to work with a financial advisor who specializes in executive compensation, tax planning, and long-term wealth strategies.
These advisors help with:
Equity comp planning (ISOs, NSOs, RSUs)
10b5-1 plans and Rule 144
Deferred compensation and SERPs
Diversifying concentrated stock positions
High-income tax strategies
Executive retirement planning
The right advisor helps you manage risk, minimize taxes, and build wealth beyond your W-2.
These advisors help with:
Equity comp planning (ISOs, NSOs, RSUs)
10b5-1 plans and Rule 144
Deferred compensation and SERPs
Diversifying concentrated stock positions
High-income tax strategies
Executive retirement planning
The right advisor helps you manage risk, minimize taxes, and build wealth beyond your W-2.
Not sure who’s right for you as a business executive? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
