Main Street Advisory Group

Main Street Advisory Group is a financial planner in Pella, Iowa, serving clients in Iowa and across the United States for more than twenty years. The firm provides full-service financial, investment, and retirement planning for individuals and families, business owners, and nonprofit organizations, working with each client to identify short- and long-term goals and build plans around them. It holds a rating of 3.00 based on available reviews.

The practice has been helping generations of clients since 1995, with offerings that span education planning, estate and charitable giving and trusts, longevity planning, retirement planning, risk management, investment strategies, and portfolio management. Services also include coordination with outside professionals such as CPAs and attorneys to keep every aspect of a client's financial life aligned. The team follows a four-step approach: assessing each client's objectives, risk perspective, and liquidity needs; creating tailored investment selections; implementing the approved plan with vehicles matched to the client's goals and risk tolerance; and managing the portfolio over time. The advisory team includes Nathan Van Donselaar, a CERTIFIED FINANCIAL PLANNER professional and Financial Advisor; Dawn Kleis, who handles client service and operations; Morgan Terlouw, a Branch Professional with RJFS; and Caleb Van Arendonk, a Registered Associate. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

The office sits on Main Street in central Pella, within a short walk of several of the city's landmarks. The Civil War Monument and the Klokkenspel are both roughly a block away, with the Tulip Toren, Central Park, the Pella Opera House, and the Molengracht Canal all about a tenth of a mile from the building.

With more than two decades serving south central Iowa, Main Street Advisory Group brings long-standing local experience and a multi-advisor team to financial planning for individuals, families, businesses, and nonprofits in Pella.