Financial Advisor | Fiduciary | Fee-Only

Redefine Wealth with a Family Office Built Around You.

When managing multi-million-dollar wealth, you don’t need a piecemeal plan — you need someone who sees the full picture and brings it together. We deliver a coordinated team of financial, tax, legal, and estate professionals working as one.


With offices in Clear Lake and Urbandale, we serve clients across Iowa who expect more from their advisory team — and won’t settle for surface-level service.

Built for Leaders, Visionaries & Complex Financial Lives

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Business Owners

You built something extraordinary. Now what?

Whether you’re preparing for a liquidity event, managing succession, or just trying to reduce tax drag, business owners like you face layers of complexity most advisors don’t understand. We help you extract value from your company without losing control, coordinate with your CPA and attorney, and create long-term strategies that support both your business and your family.
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Executives

You’ve earned every dollar —

let’s make every dollar work smarter.

From stock options and deferred comp to pension planning and executive benefits, we help C-suite leaders maximize income while minimizing tax exposure. Our approach aligns your compensation structure with a cohesive wealth plan, so nothing slips through the cracks when it’s time to make career or life transitions.
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Medical Professionals

You’ve spent decades helping others —

now let us help protect what you’ve built.

You may be juggling a high income, complex tax liabilities, and student debt or practice expenses. We work with physicians and healthcare professionals to convert income into long-term wealth, implement asset protection strategies, and prepare for a future that gives you more time — and fewer headaches.
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Affluent Families & Individuals

Your wealth should reflect your values —

and carry them forward.

Whether you’ve inherited wealth or built it yourself, managing a growing portfolio, family legacy, and philanthropic goals requires more than a set-it-and-forget-it plan. We build generational strategies that reflect what matters most to you, coordinating across family structures, legal strategies, and long-term giving.
Why etzel financial Resources?

Focused. Experienced. Built for Your Financial Complexity.

We’re not a traditional advisory firm — and that’s intentional. Our work is tailored for business owners, executives, and families with significant wealth who need more than just investment advice. As a Virtual Family Office, we serve as the central command for your entire financial ecosystem.


When you work with us, you don’t just get a planner. You get a process, a partnership, and a plan built around everything that matters to you.

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The Wealth Management Equation: IC + AP + RM

The Formula Behind Every Wealth Strategy.

Allocate capital wisely, mitigate risk, minimize tax drag

Investment Consulting

Address wealth transfer, protection, enhancement & giving

Advanced Planning

Act as your central hub, connecting your CPA, attorney & insurance team

Relationship Management

Get Started Today

Let’s Start with a Real Conversation

Our process begins with understanding you — not selling you. Book a call to explore your current plan, your goals, and whether our approach fits.