Noble Birch Wealth Management

Noble Birch Wealth Management is a Financial Planner in Davenport, IA. The firm provides investment, tax, insurance, retirement, estate and comprehensive financial planning services to individuals and families in the Quad Cities, including Bettendorf, Davenport, Rock Island and Moline, as well as clients nationwide. It serves high‑net‑worth individuals, business owners, corporate executives and people navigating major life events, and it has been operating since 2002. The practice holds a 4.90 rating based on 20 customer reviews.

Founded in 2002 as an independent wealth advisory firm, Noble Birch emphasizes transparent, personalized advice and a holistic view of clients’ financial lives. The team, led by founder Shawn Agan, recognized by Forbes as a 2026 Best‑In‑State Wealth Advisor, has earned the LPL Masters Club Designation, placing it in the top 7 percent of advisors nationwide. Its proprietary Wealthscan 360°™ process guides clients through discovery, planning, implementation and ongoing monitoring, while the firm’s core principles focus on continuous improvement and putting clients’ interests first.

The office is situated on Utica Ridge Road, about a tenth of a mile from East 53rd Street. It is roughly three‑tenths of a mile from the YMCA, and less than a mile from both Trinity Bettendorf hospital and Mississippi Medical Plaza. The nearby Pheasant Creek lies about seven‑tenths of a mile away.

Customers consistently note a solid reputation among those the firm has served.

With that reputation, Noble Birch Wealth Management remains a trusted financial planner for residents and businesses throughout Davenport and the surrounding Quad Cities.

Services:

• Emergency Medical Services
• Estate Planning
• Investment Management
• Patient Education
• Preventive Health Screenings
• Primary Care
• Retirement Planning
• Risk Management