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Welcome to Bellwether Financial Advisors!
We are a fee-based registered financial advisory firm based in West Des Moines, Iowa. We serve clients in Iowa, Kansas, Minnesota, Florida, Texas, and Wisconsin.
At Bellwether Financial Advisors, we offer independent, objective financial planning and wealth management services. We understand that successful financial planning requires close collaboration with our clients and a broad range of technical knowledge. As a Bellwether client, you benefit from our detailed financial planning skills and our extensive experience. Our areas of focus include retirement planning, 401k to IRA rollovers, college savings accounts (such as 529 plans), estate planning, and investment management.
Please look through the site to learn more about our unique practice. We’re proud of the personalized care and results we provide for our clients. Give us a call or send an email to discuss your financial planning needs and how we can work together toward your financial goals.