***As of 3/23/2020, our office will be closed to all walk-in traffic and will only be open for appointments at your request.  In this time of uncertainty, we are here to discuss your concerns. Please contact us at  515-295-9513 or 800-288-6669.  Thank you for your understanding. 

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That's where PRISM Wealth Advisors, LLC can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.  

Be sure to visit Our Investment Philosophy.

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Check out our updated content

that we think you'll find beneficial:

• March 2020 Monthly Economic Update

• HOT TOPIC - The Coronavirus and the Global Economy

• Three Lessons from Retirees

• Stay-at-Home Spouse - Consider a Spousal IRA