Syverson Strege is a fee-only financial planning and wealth management firm in West Des Moines, Iowa, serving clients locally and nationally. Our team strives for exceptional service in every area of our processes. The vision of our founders – Johnne Syverson, CFP, AEP®, CAP® and David Strege, CFP, CFA, CKA® – established a fee-only structure of service that is not incented by commissions or sales. By extension, our clients are clients of the firm and not those of individual advisors. This unique philosophy creates a high integrity, collaborative work environment to foster a true fiduciary experience for our clients. Syverson Strege is all about you!
Each Syverson Strege client is assigned a Financial Planner and Associate Financial Planner to ensure both continuity of care for our clients and opportunity for career advancement for our Financial Planners and Associate Financial Planners. We have seven Financial Planners who are Certified Financial Planner™ practitioners, and our five Associate Financial Planners have either earned their CFP® certification or are actively seeking it.
Our highly credentialed planning team consists of:
- 11 Certified Financial Planner™ Practitioners
- 3 Chartered Financial Analysts (CFA)
- 4 Chartered Advisors in Philanthropy (CAP®)
- 2 Accredited Estate Planners (AEP®)
- 2 Certified Kingdom Advisors (CKA®)
- 1 Certified Exit Planner Advisor (CEPA®)
- 1 Certified Divorce Financial Analyst (CDFA®)
- 1 Chartered Advisor for Senior Living (CASL®)
The structure of our firm also includes a Financial Planning Committee and Investment Management Team who intentionally and continually review our strategies with regards to legislative changes, market conditions, and client needs. This wealth of experience, credentials, and education offers our clients access to knowledge to guide their personal financial decisions and goals. Learn more about our team!
Syverson Strege’s comprehensive approach to financial planning, in addition to our investment management strategy, enhances client experience. Our clients enjoy scheduled annual meetings, as well as access to their financial planning team whenever needed throughout the year. At their annual financial planning meeting, our clients receive a comprehensive document that encompasses the many aspects of financial planning including investments, retirement, cash flow and tax, risk management, estate, and philanthropic goals.
This data-derived, comprehensive method provides our clients with peace of mind and an action plan that quantitatively documents progress in achieving their goals.
The legacies of our founders Johnne Syverson and David Strege is a culture at Syverson Strege that uniquely integrates a passion for financial education, estate planning, and philanthropic giving. We offer educational workshops and seminars throughout the year to engage our clients and guests with meaningful, relevant topics in core financial planning areas, as well as fun activities that build community. Members of our firm transfer their passion for service into our community by volunteering at various charitable organizations in and beyond the Des Moines metro.
To further support our clients, as well as those who are simply seeking education or information on a specific topic, we have created an extensive content library:
- Our Resources tab provides access to our archived blog articles, podcasts, and newsletters, as well as frequently asked questions (FAQs), and FIT videos (Financial Instruction & Teaching).
- Read what our clients have to say about us in the Testimonials section.
- To stay up to date on market conditions, view our Quarterly Market Updates.
- For charitable interests, learn more about our Educate to Give program, as well as our Giving and Charity Discovery tools and philosophies.
- Enjoy our upcoming events offered to both clients and guests.
Be sure to watch this video to get an even better understanding of the Syverson Strege client experience.
If you would like to receive a complimentary private consultation to see if Syverson Strege is mutually a good fit for your unique financial situation, please call 515-225-6000 or request to be contacted online. We look forward to speaking with you!
