Arnold & Mote Wealth Management operates as a flat fee, fiduciary financial planning firm serving individuals and families in Cedar Rapids and surrounding areas. We additionally serve virtually with clients throughout the country, with clients in more than a dozen states. We deliver integrated financial planning and wealth management services that cover much more than investments and retirement. From college funding and taxes to insurance and employee benefits, we advocate for comprehensive financial planning. We focus on financial planning for Early Severance or Separation offers, Retirement, Roth conversions, College, and Health Insurance changes. We provide holistic fiduciary guidance on all areas of your financial life.
