A complete list of active advisors currently associated with Teacher Wealth
Warmer can help you find a great advisor at Teacher Wealth or one who fits your needs even better.
Teacher Wealth, LLC is an independent, state-registered advisory practice led by a single CFP® professional that serves individual clients, with an emphasis on educators and public employees. The firm provides investment management through a third‑party platform and offers ongoing comprehensive financial planning, project-based and hourly planning, and 403(b) account management tailored for academics. Investment implementation is grounded in Modern Portfolio Theory and a predominantly passive approach using index mutual funds and ETFs, with client accounts managed on the Betterment for Advisors platform and, where appropriate, by outside managers. Teacher Wealth combines periodic portfolio reviews and monitoring with planning services and can bundle limited annual planning hours together with investment management. Notable features that distinguish the firm from many peers are its subscription-style offerings and educational programming: annual College Planning and Teacher Wealth Insider memberships that give non‑advisory members access to college‑planning software and instructional videos (with optional live walkthroughs), and a program of seminars, speaking engagements, and online courses that are sometimes offered pro bono. The firm also provides 403(b) services for State of Iowa employees via an arrangement with TCG Advisors, reflecting a niche focus tied to the principal’s prior experience as a classroom teacher.
To learn more about the advisors currently working at Teacher Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Des Moines, IA
| 12
|
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