History

Syverson Strege has been providing planning and advisory services along with helping to provide peace of mind, clarity, and understanding for hundreds of clients for more than 25 years. Their commitment to clients is to honor their purpose, and the “why” of their legacy through fee-only financial planning.

Johnne Syverson and David Strege first worked together as financial planners at another firm in 1989. They had similar faith backgrounds, core values, and work ethics. They believed (and still do) in servant leadership and integrity.

Both Johnne and David felt like they were in a sales culture rather than an advisory culture. Therefore, in 1997, they founded Syverson Strege to focus on a culture of education and understanding, not selling. Their goal was to understand clients to create comprehensive, understandable, financial plans on a fee-only basis (no commission or product sales).

Syverson Strege is blessed to have a team of skilled, credentialed financial planners and analysts who pursue knowledge on a continual basis. Currently, our team has two of the only eight NAPFA (National Association of Personal Financial Advisors) professionals in Des Moines and West Des Moines (NAPFA, 2024, napfa.org/find-an-advisor). Our team is client focused and thought leaders in the industry.

Our clients’ life goals are our biggest priority. Our promise to you is long-term, compassionate, responsible stewardship of your resources. It has been a privilege and will continue to be a privilege to safeguard our clients’ futures with financial advice and knowledge.