Arnold & Mote Wealth Management

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

Expires: June 30, 2026