WealthPlan Group · Sioux City, Iowa
WealthPlan
Sioux City
Independent advisors serving families, retirees and business owners across Siouxland, from our office on Sunnybrook Drive.
Formerly EFS Wealth Management
The office
Rooted in Siouxland,
part of something larger
The Sioux City practice was founded in 1994 in the downtown Terra Centre, built on a simple idea: people make better financial decisions when someone takes the time to teach them. Years of public seminars and educational meetings earned the team a local reputation for plain-spoken guidance.
Over time the focus sharpened around the years that matter most, helping individuals and families at or near retirement turn savings into dependable, lasting income. Today that same team, with decades of combined experience, serves Siouxland as a WealthPlan Group office.
Joining WealthPlan Group adds depth, specialists in investments, tax, estate and retirement planning behind your advisor, so a local relationship carries the weight of a national firm.
How we help
Meet the team
The WealthPlan Sioux City team
How we help
Comprehensive Planning, Delivered Locally
Your Sioux City team draws on the full depth of WealthPlan Group, wealth, investment, tax, estate, and retirement planning, coordinated under one strategy. Explore each capability below.
Wealth Management
Coordinated oversight of the entire financial picture.
Learn moreFinancial Planning
A plan built around the way clients actually live.
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Disciplined, objective portfolio management.
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Forward-looking strategies to keep more of what clients earn.
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Structuring what clients have and how they leave it.
Learn moreRetirement Plan Solutions
Confidence about the years that matter most.
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Podcast
Marc onMoney with Marc Geels, CFP® · New episodes weekly
Marc on Money · podcast
Retirement planning, in plain language
Each week, Marc Geels and the team unpack retirement, income and investing in a fast-paced, jargon-free format, the questions clients actually ask, answered the way you would hear them across the table.
Listen on Apple PodcastsClient login
Access your accounts
Secure sign-in to the portals the Sioux City office uses.
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Begin a conversation with the Sioux City team
No pressure, no obligation. Tell us what you are working toward and we will take it from there.