Expedition Wealth Management

Expedition Wealth Management Expedition Wealth Management is a full service wealth management firm.

🌱 Small Business Month 🌱 Small businesses run on grit, heart, and an unwavering commitment to keep moving forward. Owner...
05/28/2026

🌱 Small Business Month 🌱

Small businesses run on grit, heart, and an unwavering commitment to keep moving forward. Owners wear every hat, teams show up day after day, and employees help turn long‑term vision into real progress.

At Expedition Financial Group, we’re proud to stand behind the people who make that possible.

For many owners, offering a SIMPLE IRA is one of the most meaningful ways to support employees while strengthening long‑term financial security for the entire business.

From retirement planning to tax strategy to long‑range financial guidance, we help build the stability behind what you’re working so hard to grow.

To every small business owner this month: thank you for what you’re building, the people you support, and the communities you strengthen.

Here’s to your continued growth and to the teams who make it all possible.

Today is not just a long weekend, it’s a time to remember.We honor the service members who gave their lives for our coun...
05/25/2026

Today is not just a long weekend, it’s a time to remember.

We honor the service members who gave their lives for our country and the families who carry their legacy forward. Their sacrifice is the reason we’re able to live and work in freedom every day.

This Memorial Day, we remember, we reflect, and we say thank you.

- Expedition Financial Group

Only a few spots remain for our trip to see the Fever face off against the Toronto Tempo, a new addition to the WNBA thi...
05/19/2026

Only a few spots remain for our trip to see the Fever face off against the Toronto Tempo, a new addition to the WNBA this season! 🏀

Our Indianapolis trip is set for June 15–17, just a few weeks away. For pricing details and additional logistics, call us at (515) 777-2041.

You’re welcome to include friends and family if you know others who would be excited to take part in this client experience!

🌄  Join Us for Our 5th Annual Grand Canyon Rim-to-Rim Adventure! 🌄 Whether you have been dreaming of hiking rim-to-rim o...
05/15/2026

🌄 Join Us for Our 5th Annual Grand Canyon Rim-to-Rim Adventure! 🌄

Whether you have been dreaming of hiking rim-to-rim or you are ready to take on a new challenge, this trip is truly special and we would love to have you join us.

Missed our kick-off meeting in March? No problem! We have a recording available so you can catch up on all the details.

📞 Have questions or ready to reserve your spot? Call our office at (515) 777-2041 for more information.

05/10/2026

Happy Mother’s Day to all the amazing moms out there. We appreciate everything you do, today and every day. 💐

05/09/2026

3 Years and counting 🎉

Emily, our incredible Client Experience & Event Manager, has spent the past 3 years bringing our client events to life. Whether she’s planning educational events or coordinating fun client getaways, she makes every detail count. She brings creativity, organization, and passion to every detail, creating seamless and memorable experiences. We are so grateful for everything you do, Emily. Here’s to many more amazing events ahead!

Let’s celebrate Emily and leave your congratulations for her in the comments below!

We’re heading to Indy! 🏀 ✨️ Join us for an exciting client trip to Indianapolis, June 15–17, as the Indiana Fever take o...
05/08/2026

We’re heading to Indy! 🏀 ✨️

Join us for an exciting client trip to Indianapolis, June 15–17, as the Indiana Fever take on the Toronto Tempo on June 16th!

If you’d like more details, just let us know—we can send over the recording from our recent in-office info session. This trip was a huge hit last year and spots fill quickly, so don’t wait to reserve yours! The trip is open to non-clients, so if you have friends or family who would like to come, they're more than welcome to join us!

The deadline to register is next Friday, May 15th. Feel free to call us at (515) 777-2041 with any questions.

Just one week until our Long-Term Care Educational Event! Come learn valuable insights to help you plan ahead and protec...
05/07/2026

Just one week until our Long-Term Care Educational Event!

Come learn valuable insights to help you plan ahead and protect what matters most. Whether you're exploring options for yourself or a loved one, this session is a great place to start.

📞 Reserve your spot today by calling (515) 777-2041 (limited availability)!

05/06/2026

We don’t know about you, but Hailey’s feeling 22! 🎉🎶

Wishing you a year full of growth, laughter, and good surprises. We’re so happy you joined our team a few months ago. Having you with us has been great, and your impact has already been felt. Hope your birthday is more fun than a Taylor Swift chorus 😜

Drop your birthday wishes in the comments and help make Hailey’s day extra special!

05/02/2026

Happy Birthday to Nate, who always makes the workplace great! 🎉

Your dedication and positive attitude make a noticeable impact every day, and we truly appreciate everything you contribute. It’s even better when a birthday falls on a Saturday, hope you’re taking full advantage of your day off and enjoying your special day!

Take a moment to wish Nate a happy birthday in the comments below!

Address

1200 Valley West Drive, Suite 502
West Des Moines, IA
50266

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 9am - 1pm

Telephone

+15157772041

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