Broker Check

Cedar Rapids Office

4840 North River Boulevard NE,

Suite 100
Cedar Rapids, IA 52411

Tom Fox

Financial Advisor


Tom Fox is dedicated to helping his clients make informed financial decisions so they can simplify their financial lives.

By integrating all areas of the financial planning process, Tom helps clients to get a clear and concise picture of their situation prior to making any recommendations. Once clients have gone through this process, it helps to add clarity on where they are in relation to their financial goals and provides them confidence.

Tom received his CFP® designation in 2003 - the recognized standard of excellence for competent and ethical personal financial planning and follows the CFP® Financial Planning Boards “Standards of Professional Conduct" (Standards). The CFP defines financial planning as “The process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas."

There are six steps to the financial planning process:

  1. Establishing and defining the client-planner relationship
  2. Gathering client data including goals
  3. Analyzing and evaluating the client’s current financial status
  4. Developing and presenting recommendations and/or alternatives
  5. Implementing the recommendations
  6. Monitoring the recommendations

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.