Adel Branch - Closed on 8/14

The Peoples Bank Adel branch will be closed on Saturday, August 14.

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Wealth Management

Wealth Management

Retirement is the ultimate end goal you will work a lifetime to achieve.  But for many people, big questions loom on their retirement horizon - "How much do I need?" "Do I have enough?" At Peoples Financial Center, we will help you navigate all facets of your retirement planning.  Our team of professional financial consultants will take the time and care to identify your unique needs, implement your strategy, and monitor its progress with the goal to maximize your financial legacy for generations to come. Become more than just our customer - become part of the Peoples Financial Center family where your every retirement need is financially secured.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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Our Team

Our advisory team is dedicated to providing investment management and strategic wealth planning with clear explanations and easily understood financial products and services. Learn more about our credentials and find our contact information here.

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Our Philosophy

Our family-centric values mean you are not just a customer to us - you are family. We will strive to enhance your quality of life by first and foremost understanding your unique personal situation and financial needs.  Learn more about what makes our approach different from others.

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Our Process

Our client-centric process, known as "The Advocacy Process" is focused on pursuing specific financial goals we create together. Learn more about our comprehensive, step-by-step planning process, and download the brochure here.

  Learn More About Our Process

Our Products and Services

We have the expertise, products, and services to help you navigate your way to a sound financial plan. Learn more about our comprehensive trust and investment offerings here.

Learn More About Our Products and Services   

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisory and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  Peoples Bank and Peoples Financial Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Financial Center, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Bank or Peoples Financial Center.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, IA, ID, IN, KS, KY, MA, MN, MO, NE, OH, SD TX, WA, WY. Securities and insurance offered through LPL or its affiliates are:   

Not Insured by FDIC

Not Bank Guaranteed

May Lose Value

Not Bank Deposits or Obligations

Not Insured By Any Other Government Agency