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Financial Advisors Marion Iowa

Financial Advisors Marion Iowa

TrueWealth Stewardship

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Philosophy

Your finances play a key role in being able to live your life as you’d like during retirement. While it is most certainly true that we need money to address our basic needs, quite often, there is more to life than just acquiring as much wealth as possible.

Our firm was founded on the philosophy that your financial resources should be viewed as a wellspring for your life goals; a means to discover, and living, your True Wealth.

In his book, The Brower Quadrant, Lee Brower defines True Wealth as an abundance of all four of these assets:

FINANCIAL

CORE

EXPERIENCE

CONTRIBUTION

Many of us know people with great Financial Assets who have few friends or family. Or we know them from It’s a Wonderful Life (Mr. Potter) or Dickens’ A Christmas Carol (Ebenezer Scrooge). Sadly, they experience scarcity in Experience Assets in the midst of an abundance of money. There are others, like Mother Teresa, who have few Financial Assets but have tremendous Contribution Assets.

At TrueWealth Stewardship, we help our clients not only optimize Financial Assets, but their Core, Experience, and Contribution Assets as well. In doing so, we help them pursue their True Wealth.

Let’s work together.

Take the first step towards a retirement plan that works hard (and smartly) for you.

Get in touch!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. We do not sell your data to anybody. Ever.

Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.

The LPL Financial Register Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Craig Adamson: IA, AZ, CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MO, NE, NY, OH, SC, TX, VA, WI, WY

Sean Tobin: IA, FL, IL, MO, NY, NC, PA, TX, UT, WI

TrueWealth Stewardship

Toll-Free: 844-774-9284

Office: 319-373-4124
888 10th Street, Suite 101
Marion, IA 52302

Office: 319-337-3477
1114 N Dodge St., Suite C
Iowa City, IA 52245

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