Mote Wealth Management, LLC was founded by Jean and Eric Mote January 1, 2001, becoming the first Fee-Only firm in Cedar Rapids, Iowa. Prior to starting Mote Wealth Management, Jean and Eric worked together for 8 years in the telecommunications industry. Their interest in financial planning came after they were shocked to find out that their broker wasn’t truly an advisor. They looked for a Fee-Only advisor to work with, only to discover that there were none in Cedar Rapids. Jean and Eric became zealots about financial matters, talking to anyone who would listen and trying to help people learn from their situation. Through this process, they unintentionally built an eager client base who wanted to work with them.
Over the years, Mote Wealth Management has grown steadily as Jean and Eric continued on their mission to educate consumers and provide their services to clients looking for truly objective advisors. Currently, Mote Wealth Management has grown to be the largest Fee-Only firm in Cedar Rapids and still remains one of the very few NAPFA-Registered firms in the state of Iowa. We are eager to continue serving clients in Eastern Iowa and beyond – helping them accomplish their financial goals and gain peace of mind.