Johnston, IA
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Meet Our Team

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About Us

Our Johnston office, located just outside Des Moines, serves as a hub for personalized financial planning and investment management in Iowa. Our team takes the time to understand your values, your goals, and the life you envision — then works with you to build a financial plan that supports it.

As part of Apella, we are fiduciaries committed to providing advice that’s always in your best interest. Whether you’re planning for retirement, growing your wealth, or managing a business, we’re here to help you make informed, confident decisions every step of the way.

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Who We Serve

We provide financial planning and wealth management services tailored to individuals and families at every stage of life, including:

  • Individuals and couples preparing for or navigating retirement
  • Mid-career professionals seeking financial clarity and direction
  • Families planning for education, legacy, or major life changes
  • Business owners looking to align personal and business finances
  • Employers offering or managing retirement plans

No matter your financial journey, our Johnston, IA team is dedicated to understanding your needs, crafting personalized strategies, and guiding you toward lasting financial success.

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Our Services

We provide fully integrated, fiduciary-based financial services, including:

  • Financial Planning – comprehensive, values-driven strategies that cover retirement, budgeting, cash flow, insurance, and more
  • Investment Management – disciplined, long-term portfolios tailored to your goals, risk tolerance, and evolving priorities
  • Retirement Plan Management – end-to-end 401(k) support for business owners, including plan design, investment oversight, fiduciary guidance, fee benchmarking, and employee education
  • Estate and Tax Planning Coordination – proactive coordination with your CPA and attorney to help protect, preserve, and transfer wealth effectively
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Why Choose Us

Choosing the right financial partner is one of the most important decisions you will ever make. Here’s what you can expect when working with Apella Wealth in Johnston, IA:

  • Fiduciary Advice: We always act in your best interest
  • Personalized Service: No two clients are alike — neither are our plans
  • National Strength, Local Commitment: We combine Apella’s research and resources with a deep commitment to the Iowa community
  • Long-Term Partnerships: Many clients work with us across generations — and we’re honored to earn that trust

At Apella Wealth, the focus is always on you—your goals, your vision, and your financial future.

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Contact Us

Questions? Want to learn more? Connect with an advisor here or give us a call at 866-201-8305.