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Devin R. Neitzel
Senior Associate
CFP®, CPA
Eide Bailly LLP606 Walnut St., STE. 1900, Des Moines, IA 50309-3982
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Executives, High Earning First Generation, Philanthropists, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
What sets my work apart is the combination of deep technical expertise and a highly personalized approach. I work closely with individuals, families, family offices, fiduciaries, and business owners to help them navigate complex tax matters with clarity and confidence. Whether we're addressing wealth transfer strategies, trust and estate tax compliance, or multigenerational planning considerations, I focus on delivering thoughtful, practical guidance tailored to each client's unique goals. Clients can expect a proactive, relationship-driven experience. I believe the best outcomes come from clear communication, responsiveness, and taking the time to understand the full picture behind every decision. My goal is not only to help clients meet their current tax and compliance obligations, but also to serve as a trusted advisor who helps them anticipate challenges, identify opportunities, and make informed decisions for the future.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.