RockWay Wealth Partners - Brian Thompson

  • Financial Advisor
  • Bank/Financial Institution
  • Business Consulting
  • Succession Planning
15214 Ridgemont Dr
Urbandale, IA 50323
(515) 414-7373
(888) 343-3662 (fax)
  • About

    RockWay Wealth Partners is an independent financial advisory & consulting firm, owned and operated in Central Iowa. Our mission is to serve and enhance lives through Retirement Plan Benefits for organizations and personal Wealth Management.
    We partner with you to serve what you value most and anticipate your financial needs. We can coordinate all the aspects of your Retirement Benefit Plan or your personal Financial Life, working to optimize your circumstances, and future goals, while also preparing you for unforeseen events.
    By working with us, you will be able to focus more time and attention on the more important & meaningful areas of your life.

  • Whom to Contact

    • Brian M Thompson, C(k)P, CPFA
      Founder & President | Retirement Plan Advisor & Wealth Manager