Iowa City, IA
136 S Dubuque St,
Iowa City, IA 52240
By Request Only
TPC Iowa City works with a range of successful individuals and families and specializes in helping University staff and professionals, retirees, medical and dental professionals, corporate employees.
We work with clients throughout the United States. Thanks to our office location in Iowa City, IA, we have local connections in Iowa City, Coralville and Cedar Rapids.
As fee only fiduciary financial planners, we offer wealth management, financial planning and investment management. Many of our clients also enjoy tax preparation and life transition guidance.
Our Iowa City office considers the Iowa City and Cedar Rapids corridor a great place to raise a family providing low cost of living and lots of social and entertainment opportunities locally along with being only a day’s drive from bigger cities like Minneapolis, Chicago, and Des Moines.
Posts from Our Iowa City Team
Here’s how much emergency savings you need amid economic uncertainty, according to financial advisors
Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article. Read the Entire Article Here
Why it’s ‘just no question’ new investors should start by opening a Roth IRA, expert says
In a recent article published by CNBC about Roth IRA’s, certified financial planner with The Planning Center in New Orleans, H. Jude Boudreaux, CFP®, highlights that getting started
Market Returns through a Century of Recessions
What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around
Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime.
Every year at this time, the NCAA men’s basketball tournament thrills fans and creates so much interest that it’s estimated one in four Americans filled
Matt Mercer Promoted to COO
Congratulations to TPC’s Matt Mercer, who was recently promoted to Chief Operating Officer (COO). Matt’s the person on our team who makes sure all of
Minneapolis: Nothing is Normal
by Amber Miller, CFP®, CSRIC™ Accepting the Uncomfortable Together I had already planned on taking last week off from work. I was hoping to find a
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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.