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Why Choose Accel Wealth Management?

Our dedicated process of getting to know you is at the core of our business. We strongly emphasize understanding our client’s interests, goals, values, and concerns before providing any plan or recommendations. That is because we believe in a personal approach to doing business and recognize that everyone’s path and strategy will be different.

Complimentary Review of Financial Goals

It's crucial to understand your financial goals. According to the Strategic Business Insights MacroMonitor 2020-2021 Report, those who continued to follow a financial plan have an average total net worth 2.7 times greater than those who don't have a plan.

You Get The Power Of Choice

Being independent allows us to partner with many well-known, reputable financial companies, which offers more freedom and flexibility on solutions for you. As your financial coach, we provide solutions, but you can choose the route you want to take based on your financial goals.

We Are Adaptive To Your Needs

Accel Wealth Management has embraced utilizing different technologies and forms of communication to help our clients. We tailor your experience based on what works for you. 

Your One-Stop Shop for Financial Advice and Insurance Needs

We partner with The Accel Group, an insurance agency with many insurance coverages available depending on your needs. We can handle it all in one place!

Spanish-Speaking Capabilities

Fernando Garcia, Benefit Education & Enrollment Specialist and Investment Adviser Representative, is located in our Cedar Rapids office and is pleased to provide advisory services in Spanish.

Here's what people are saying:

Here's what people are saying:

  • "Great service and attention to my account."
  • "Our financial advisor and staff have been most helpful. We feel we can trust them and ask any questions we have. We only wish we had started with this group sooner!"
  • "Everyone is kind and caring and very helpful."
  • "Great group of people to work with, knowledgeable and working for you."
  • "Excellent company, very helpful and knowledgeable. Great customer service."

THESE TESTIMONIALS WERE GIVEN BY A CURRENT CLIENT. NO COMPENSATION WAS PROVIDED TO THE CLIENT FOR THE TESTIMONIAL. THE TESTIMONIAL MAY NOT BE REPRESENTATIVE OF THE TYPICAL CLIENT EXPERIENCE AND IS NO GUARANTEE OF FUTURE PERFORMANCE OR SUCCESS.

Our Recognition

Our Recognition

  • 2024: Recognized in the Wealth Management category from Best of the Corridor Awards - Corridor Business Journal
    • Award received July 1, 2024
  • 2023, 2020: Recognized as a Largest Privately Held Company -  Corridor Business Journal
    • Award received May 8, 2023 
  • 2023: Best Wealth Management Team of the Corridor from Best of the Corridor Awards – Corridor Business Journal
    • Award received July 17, 2023
  • 2022: Recognized in the Wealth Management category from Best of the Best Awards – Waterloo-Cedar Falls Courier
    • Award received September 4, 2022
  • 2022: Best Wealth Management Company from Best of the West Awards – West Des Moines Chamber
    • Award received November 29, 2022
  • 2021, 2020, 2018: Recognized as an Employer of Choice – Waterloo-Cedar Falls Courier
    • Awards received Sept. 5, 2021; September 6, 2020; September 2, 2018

No cash or non-cash compensation was provided for consideration in any of the awards received.

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