Financial Advisor | Fiduciary | Fee-Only

Take Control of Your Financial Future in Urbandale

In Urbandale, our clients aren’t looking for basic financial advice — they want coordination, clarity, and control. We specialize in working with business owners, professionals, and families managing $1–10M in investable assets. Our Virtual Family Office brings together financial, legal, and tax guidance under one roof. With a local presence near Des Moines, we understand the challenges high earners face as they grow, protect, and transition wealth. We build long-term partnerships designed to simplify the complex.

Redefining wealth for high-net-worth individuals in Urbandale, IA with complete financial clarity.

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Business Owners

You built something extraordinary. Now what?

Urbandale business owners come to us when growth creates complexity. We help navigate succession planning, tax optimization, and the financial impact of business transitions. You’ve built something valuable — now let’s make sure it supports your long-term goals.
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Executives

You’ve earned every dollar —

let’s make every dollar work smarter.

Urbandale executives face complex compensation structures that deserve more than generic advice. We help align stock options, deferred comp, and retirement planning into one cohesive strategy. When career transitions or liquidity events arise, you’ll be ready.
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Medical Professionals

You’ve spent decades helping others —

now let us help protect what you’ve built.

Urbandale physicians and healthcare professionals often juggle high incomes, complex taxes, and limited time. We help convert earnings into long-term wealth while managing liability and future planning. Your financial care deserves the same precision you give your patients.
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Affluent Families & Individuals

Your wealth should reflect your values —

and carry them forward.

Urbandale families managing growing wealth need more than a basic financial plan. We help translate your values into a legacy strategy that supports future generations. Your wealth should work in service of the life you’re building.
Why etzel financial Resources?

Focused Financial Strategy for Urbandale’s High-Achieving Professionals

In Urbandale, we work with individuals and families who need a different level of financial guidance. Our team coordinates wealth, tax, legal, and estate strategies so nothing is overlooked. We serve as a single point of contact for everything your financial life touches. Whether you're planning for a liquidity event or long-term legacy, we bring clarity and precision to the process. If your financial situation is complex, we make managing it feel simple.

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Common faqs

Don't Know Where to Start? We Have Answers.

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What is a Virtual Family Office, and how does it help me in Urbandale? 


A Virtual Family Office brings together financial, legal, and tax professionals under one coordinated plan — helping high-net-worth clients in Urbandale simplify complex decisions.

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What’s the benefit of coordinating all my advisors in Urbandale?


When your CPA, attorney, and financial planner aren’t aligned, costly gaps emerge — our process brings them together for truly unified planning in Urbandale.

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How often should I review my financial plan in Urbandale? 


We recommend annual reviews at minimum — but in Urbandale’s fast-moving environment, we often meet more frequently to adjust to career, tax, or market shifts.

Get Started Today

Let’s Start with a Real Conversation

In Urbandale, your financial complexity deserves a plan that’s built to last. We bring order, clarity, and strategy to every part of your wealth. Let’s explore whether our Virtual Family Office is the right fit for you.