Retirement, investing, taxes, and a plan for your family.
We looked at five financial advisors serving North Liberty and Iowa City, what each one offers and how each firm describes its work. Each firm is described from its own website, or from its Google listing where the website wasn't available. We don't show star ratings or client testimonials for financial advisors. The four contenders are listed alphabetically, just like in the video, and our top-rated pick gets its own write-up below.
If you're an individual or family in North Liberty, Iowa City, Coralville and the rest of Johnson County, this is a starting point before you book a consultation.
Jump to: 0:00 Disclaimer: not financial advice · 0:09 Why the right advisor matters · 0:19 Bradley L. Shelman, Ameriprise · 0:26 Creative Planning · 0:38 Edward Jones, Peggy Grimmer, CFP® · 0:49 Experience Wealth, Ameriprise · 0:54 #1 Top-rated pick: Charipar Wealth Management · 1:26 Their investing approach · 1:31 Before you hire anyone · 1:45 Disclaimer
Listen to the podcast episode
Prefer audio? Open “North Liberty & Iowa City Financial Advisors, Ranked: 4 Contenders + 1 Clear Pick” on Spotify or follow the Blue Collar Rankings podcast.
Charipar Wealth Management
Charipar Wealth Management is an independent firm in North Liberty founded by Andrew Charipar, a University of Iowa economics graduate who spent nearly a decade at a local registered investment advisory firm before starting his own. The firm works with clients across Iowa and virtually nationwide.
Financial and retirement planning is included in every client relationship rather than sold as an add-on. Andrew's plans use conservative numbers, with lower-than-average return assumptions and higher-than-expected inflation, and portfolios are built mainly with low-cost, broadly diversified ETFs. Their stated approach comes down to two rules: know what you own, and know why you own it.
Per its website, securities are offered through Cabin Securities, Inc., member FINRA/SIPC, and investment advisor representative services through Cabin Advisors, LLC, an SEC registered investment advisor.
- Websitehttps://chariparwealth.com/
- Google Business Profilehttps://www.google.com/maps?cid=9654398032097775889
- Address6 Hawkeye Dr #102, North Liberty, IA 52317
- Phone(319) 521-6774
The rest of the field
Listed alphabetically, as in the video. Every company here made the cut and earned a Best in Iowa City badge for financial advisors.
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Bradley L. Shelman, Ameriprise Financial Services
Iowa City, IA
Bradley L. Shelman is a private wealth advisor with Ameriprise Financial Services, LLC, with an office on Mall Drive in Iowa City. Described here from his Google listing, since the Ameriprise advisor site wasn't reachable when we researched this ranking.
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Creative Planning
Coralville, IA
Creative Planning is a national fiduciary wealth management firm that says it serves clients in all 50 states, with a local office in Coralville. Its services include investment management, tax planning, estate and legacy planning and risk management, plus family office and 401(k) services.
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Edward Jones: Peggy Grimmer, CFP®
Iowa City, IA
Peggy Grimmer is an Edward Jones financial advisor in Iowa City and a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® professional. Her Edward Jones page lists retirement income, estate and legacy strategies, intergenerational planning, women investors, and entrepreneurs and business owners among her focus areas.
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Experience Wealth, Ameriprise Financial Services
Iowa City, IA
Experience Wealth is an Ameriprise Financial Services practice on Mall Drive in Iowa City, at the same office and phone number as Bradley L. Shelman. Described here from its Google listing.
Before you hire
- Ask whether they act as a fiduciary for all of your accounts.
- Ask exactly how they're paid: flat fee, percentage of assets, commissions, or a mix.
- Look the advisor and firm up on FINRA BrokerCheck (brokercheck.finra.org).
Meet with at least two or three advisors. The right fit is usually the one who explains clearly how they're paid, what they'll do for you, and how they make decisions with your money.
Display the badges
Businesses in this ranking may display their badge on their website, social profiles and printed materials. Copy the embed code, or download the PNG.
#1 Top Ranked
For Charipar Wealth Management only.
<a href="https://bluecollarrankings.com/rankings/iowa/iowa-city/financial-advisors/" target="_blank" rel="noopener"><img src="https://bluecollarrankings.com/badges/iowa-city-financial-advisors-2026-top-ranked.png" alt="#1 Top Ranked Financial Advisor in Iowa City, IA, 2026: Charipar Wealth Management" width="200" height="200"></a>
Best in Iowa City
For every business in this ranking, including Charipar Wealth Management.
<a href="https://bluecollarrankings.com/rankings/iowa/iowa-city/financial-advisors/" target="_blank" rel="noopener"><img src="https://bluecollarrankings.com/badges/iowa-city-financial-advisors-2026-best-in-iowa-city.png" alt="Best in Iowa City: Financial Advisors, ranked 2026 by Blue Collar Rankings" width="200" height="200"></a>
