Our History

Our practice has been serving clients since 1993. The business started as Investment Advisory Group to trade stocks, bonds, mutual funds, and alternative investments for retail clients.

In 2004, Bellwether Financial Advisors was formed as an Iowa registered investment advisory firm, to offer fee-based financial advice to individuals and small businesses.

The two operations were combined into one entity in 2005 to expand the services available to all of our clients.