Home | Weissenburger Investment & Financial Planning

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help you work toward your investment goals.

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Voted the Best in Des Moines

We are honored to be recognized as back-to-back winners in the Financial Planner and Wealth Management categories for the second year of Des Moines Radio Group's 2023 People's Choice.* Our team cannot thank you enough!

*Award based on total number of listeners votes submitted.

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Our Clients

We maintain strategic expertise across a broad range of investor profiles.

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule a Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Discuss

Advisor meets with client to learn about their financial situation & challenges.

STEP

2

Clarify

Advisor answers questions, provides education, & assesses risk.

STEP

3

Implement

Our team works together to carry out the plan and communicates with the client.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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