Arnold & Mote Wealth Management
We help individuals and families in every stage of life achieve their unique financial goals through comprehensive wealth management services. We are a flat fee advisor, meaning we don’t charge a % of your asset balance for investment management and financial planning. As independent, fee-only fiduciaries, we provide holistic planning and guidance on all areas of your financial life, including:
- Investment analysis & management
- Retirement planning
- Tax analysis & planning
- Insurance review
- Education funding & student loans
- Estate & legacy planning
- Charitable gifting
- Concierge services for other financial issues & events, such as buying or leasing an auto, paying off the mortgage, optimizing employee benefits
We have been serving clients in the Cedar Rapids/Iowa City, Dubuque, Cedar Falls/Waterloo, and surrounding areas since 2000. We also work with many out-of-state clients. Visit arnoldmote.com to learn more about us, our services, and fees.
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.