Broker Check
Client Login
A Guided Journey to Financial Confidence.

A Guided Journey to Financial Confidence.

You have goals, and we have experience. Together, we can create a plan so you can focus on yourself and your family.

We assist individuals at all different points in their lives. Whether you are looking to control your expenses and investments, protect yourself and your family with life insurance, looking to retire, or want to leave behind a legacy to your loved ones, we are here.

Scroll down to learn more about us! If you are interested in getting in contact with an Accel Wealth Management Advisor, fill out the short form at the bottom of this page. 

Why work with an Accel Wealth Managment Advisor? 

 Analyzing your financial goals is complimentary

 Analyzing your financial goals is complimentary

We want you to reach your long-term definition of success, and that is why it is 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

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

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. 

Our home and auto insurance discount

Our home and auto insurance discount

We partner with The Accel Group, an insurance agency with many insurance coverages available depending on your needs. One amazing aspect of our partnership is that our clients can receive a discount on their bundled home and auto insurance.

"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!"&#160;-Barb Long, Accel Wealth Management Client<span>The testimonial was 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.</span>

"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!" -Barb Long, Accel Wealth Management ClientThe testimonial was 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.


Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

No strategy is the same, which is why every client gets our undivided attention. 

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.

Understand You

During our first visit, we focus on getting to know one another to determine that we are the right fit to help you on your journey to financial confidence. Along with this discussion, we will discuss your needs and concerns, as well as your feelings about investments, risk, and other aspects of your finances.

Analyze & Educate

Before our second visit, we will review your current portfolio to determine if you are on track to meet your goals in life. This will include a picture of where you stand today and what you need to achieve or sustain to accomplish your goals. If applicable, we will also present options to improve your plan and ensure that those options align with your values and desires.

Explore Options

After the second visit, you will have time to review the analysis and recommendations. In this third visit, we will determine what, if any, steps we may want to take to optimize your plan. If you decide to move forward, we will determine the highest priority need and start there.

Implement & Monitor

As life changes, so do you. We will monitor your accounts, keep you informed through educational classes and personal one on one reviews, and adjust as needed. We will be by your side through the entire journey to help ensure that it is a smooth, enjoyable ride.

Want to get in touch with an Accel Wealth Management Advisor? 

Thank you!
Oops!

Cedar Falls

Cedar Rapids

Waverly

West Des Moines