AO Wealth Advisory

Thank you to all who voted for us in the 2021 Best in Class presented by the Urbandale Chamber of Commerce! See the other nominees and get tickets to the show: loom.ly/CW4VTTA

Congratulations to the newlyweds, Daycen and Payton Douglass 💍 We know you'll have a prosperous future together! #dsmusa #urbandaleiowa #iowaadvisors

Our meetings start with your questions. We want to know what’s top of your mind and how we can help address your concerns. The first meeting will be about getting to know your top financial concerns and determining if we are a good fit for you.

Financial planning is a process that is 100% customizable for each of our clients. Next, we will be able to analyze your financial information and assess the current situation to determine the most efficient and effective action steps toward success.

"The truth is, what you do matters. What you do today matters. Successful people just do the things that seem to make no difference in the act of doing them and they do them over and over and over until the compound effect kicks in.” - Jeff Olson, The Slight Edge

Would you rather have a penny today, that doubled every day for a month, or $1 million today? While this choice might seem obvious, however through the power of compound interest, a penny doubled every day would end up being over $5 million after 30 days

Fifty years ago this Sunday, President Richard Nixon announced a bold economic plan, including the severing of the U.S. dollar's ties to gold. Since then, the world's monetary system has consisted of (mostly) freely floating currenc aowealthadvisory.advisor.news/dollars-domina…

Why did the fish store have so much value? It had a lot of "Net worth!" #dadjokes #networth #financialplanner #financialadvisor #riskmanagement #investments #DSM #DesMoines #iowa

We know that the reasons for saving money are different for everyone. Here at AO Wealth, we want to provide a judge-free zone when planning for your goals. No matter what your goals may be, we want to help you find a way to achieve them!

Meet Adam, the CEO and Founder of AO Wealth! Adam has the Certified Financial Planner™ designation, Certified Kingdom Advisor designation, and Master of Business Administration degree with Personal Financial Planning emphasis.

When thinking about your finances and budgeting for the future, it can be overwhelming to grasp all at once. Mapping it out is a great way to visualize where you are and where you headed in achieving our financial milestones! aowealthadvisory.com

Advice that we always like to give to our clients is the idea of building wealth now, with consumption coming later This mindset allows for you to grow your savings and build strong saving habits and enjoy the things you have been working towards next aowealthadvisory.com

We are grateful to be a part of the Urbandale Chamber of Commerce! "We promise to provide you with opportunities to help grow your business to its fullest potential. Your success is our success, and we love to see our community thrive." - The Urbandale Chamber of Commerce

Did you know the funds in a #529plan can be used in a number of other ways if your beneficiary decides not to pursue #highereducation? aowealthadvisory.com #financialplanner #financialadvisor #riskmanagement #investments #collegesavings #eliminatestudentdebt

Congratulations to Daycen! Recently graduating from college this month, Daycen has accepted an offer to join our team full time, and we couldn't be more excited. #AOWealth #graduate #dsm #DesMoines #fulltime

There are many reasons to start education planning. -Reduce the burden on your children -Take advantage of compound interest -Tax benefits -Investing in the future If any of these points hit home for you, let's talk. aowealthadvisory.com #compoundinterest #educationplanning

If you're hitting the bike trails this weekend, make sure you say hey to Eric. #bikingseason #dsmusa #urbandaleiowa #iowaadvisors

In 2020, Student Loan Debt was a record 1.6 Trillion, according to Forbes. Source: forbes.com/sites/zackfrie… #dsmusa #iowaadvisors #financialplanner #financialadvisor #riskmanagement #investments #educationplanning #collegesavings #529plan #eliminatestudentdebt

When is too early to start saving for college? Well, you're probably going to need a social security number, so birth is fine. #educationplanning #collegesavings #529plan #saveforthefuture #eliminatestudentdebt #financialplanner #financialadvisor #riskmanagement #investments

Rethink the way you approach challenging circumstances to maximize chances at happiness and success. aowealthadvisory.advisor.news/what-the-most-…