What Most “Top Financial Advisors in Iowa” Lists Won’t Tell You
You’ve seen the rankings. The glossy “Top 10 Financial Advisors in Iowa” lists. The websites claiming to reveal the “best wealth managers” in the state. But what if we told you those lists might be missing the mark and costing Iowans more than they realize?
In a state where trust still matters and relationships last generations, more families and business owners are beginning to ask a smarter question: Who’s actually working in my best interest?
At Legacy Financial Planners, a locally owned independent firm based right here in Iowa, we’re urging consumers to look beyond the headlines and dig into what really counts when choosing a financial advisor.
1. Big Brands Don’t Equal Better Advice
Here’s the dirty little secret: Many “top firms” are just the loudest marketers. They win awards because they pay for visibility, not because they know your name or understand your business.
Boutique firms like ours? We don’t have a call center. We have real people, real relationships, and real experience with Iowans like you.
Working with Legacy means:
You’re not passed off to junior reps
You don’t get a pre-packaged plan
You get the same team, year after year
2. Your Money Deserves More Than Investment Picks
Managing investments is table stakes. A real wealth planner goes deeper, coordinating taxes, retirement income, estate strategy, business transitions, and even charitable giving.
Legacy helps Iowa families make decisions that ripple across decades:
Will your retirement plan hold up in volatile markets?
Are you overpaying on taxes without knowing it?
What happens to your business or your wealth if something happens to you?
Most firms won’t ask these questions. We build entire strategies around them.
3. If You Feel Like You’re Being Sold to… You Probably Are
Here’s a quick test: Did your advisor spend your first meeting talking… or listening?
We don’t do sales pitches. We ask:
What does financial confidence feel like to you?
What’s changed in your life this year?
What decisions are you putting off right now?
Only then do we talk strategy. Because a plan that doesn’t start with your life story probably isn’t built to last.
The Bottom Line: Iowa Is Waking Up
From Des Moines to Cedar Rapids, we’re seeing a shift. More clients are walking away from big brands and toward independent firms who listen, plan, and stick around.
At Legacy Financial Planners, we’re proud to be part of that movement.
We don’t promise to be the flashiest name on the list. We promise to be the last advisor you’ll ever need.
Want a second opinion on your current plan?
Or just ready for a real conversation, no pressure, no sales pitch?
Schedule a confidential call with a fiduciary advisor at Legacy.
Because what you don’t know about your “top advisor” could be costing you.
Planning doesn’t have to be about control.
It can be about freedom.
We work with people who want more intention- not more to-do lists.
Disclosures: The material presented by Legacy Financial Group is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Legacy Financial Group, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Legacy expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
