Simple Wealth Now Registered in Iowa

"After that, the people with education fled to places like Ames, Des Moines, Iowa City." - Neal Stephenson, Fall; Or, Dodge in Hell

I am excited to announce that Simple Wealth Planning, our Registered Investment Advisor, has received approval to conduct Investment Advisory business in Iowa. This approval holds special significance for us, as it's this author's home state.

As a firm, we take pride in the relationships we build with our clients, and being able to serve friends and family in Cyclone country is a joy.

This approval opens up new opportunities for us to provide personalized wealth planning and investment advisory services to individuals and families in Iowa.

Go 'Clones!

- Andy Flattery

Leo's first trip to Jack Trice Stadium


Andrew Flattery, CFP®

Andy Flattery is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning. He serves young and affluent families that are working to lower their time preference and achieve financial sovereignty. Flattery is the host of The Reformed Financial Advisor Podcast, where he relates stories in Kansas City history to pivotal themes in personal finance. When he’s not helping individuals build wealth, you can catch him playing rec sports, reading Austrian economists, and spending time with his wife and three children.