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Iowa City, IA

Iowa City, IA

136 S Dubuque St,
Iowa City, IA 52240

Phone: 309-797-4030
Fax: 312-664-9709

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

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

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

We’d like to meet you!

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.