WHO WE ARE, WHAT WE DO
The Arnold & Mote Wealth Management team helps area individuals and families achieve their financial goals with comprehensive financial planning and wealth management services.
Founded in 2000, the firm was one of Iowa’s first independent fee-only fiduciaries.
We currently serve 90 households in the Cedar Rapids/Iowa City, Dubuque, Cedar Falls/Waterloo, and surrounding areas. We also work with many out-of-state clients.
TOPICS OF EXPERTISE
Quality financial planning is about much more than investment portfolios. We advise on a range of financial topics, including:
Nearly all of these have Iowa nuances such as IPERS, 529 plans, Medicare, and employee benefits for area employers, including Collins Aerospace, UIHC, John Deere, and local school districts and colleges.
WHY WE’RE A QUALITY SOURCE
On the front lines of trending financial topics.
Our clients are educated, savvy, and curious. They’re engaged with what’s happening on international, national, state, and local levels. Our close relationships with them means we’re the first to know what questions and concerns are top of mind for area residents.
Always a fiduciary, unbiased viewpoint.
The advice financial professionals give are often clouded by their affiliations and compensation. While their recommendations may be suitable, commissions and fee-based professionals can ultimately make suggestions in their best interest, not their clients’.
As fee-only CERTIFIED FINANCIAL PLANNER™ professionals, we are fiduciaries and legally obligated to act in our clients’ best interests.
Additionally, we are wholly independent. We are not affiliated with a broker or bank. We don’t sell any products, nor do we receive third-party commissions, referral fees or kickbacks. We only charge a fee for assets under our management or a planning engagement fee.
As seen on…
KCRG, The Wall Street Journal, Kiplinger, CNBC, Bankrate, U.S. News & World Report, NerdWallet, and more
Arnold & Mote Wealth Management
Quinn Arnold, owner, CFP®
Jean Mote, CFP®
Eric Mote, CFP®
319-393-4020 (business hours) 319-775-5005 (evenings, weekends – text or call)