Main Street Advisory Group

Main Street Advisory Group is a financial planner in Pella, IA, serving individuals, families, businesses, and nonprofits across Iowa and beyond. With over 20 years of experience, the firm offers comprehensive financial planning focused on clients’ long-term goals, including retirement, education, estate planning, charitable giving, trusts, and longevity planning. Their services also include investment management, risk assessment, and coordination with other financial professionals such as CPAs and attorneys. Based at 800 Main St in Pella, they provide personalized guidance tailored to each client’s unique vision for the future. The firm holds a 3.00 rating, reflecting its commitment to building trusted, dependable relationships with clients.

The firm emphasizes a client-centered approach rooted in listening and collaboration. Their process begins with understanding each client’s goals, risk tolerance, and financial needs before crafting a customized plan. They guide clients through assessing objectives, creating tailored investment strategies, implementing solutions, and managing portfolios over time. The team at Main Street Advisory Group includes Nathan Van Donselaar, a CFP® financial advisor, Dawn Kleis in client service and operations, Morgan Terlouw, a branch professional, and Caleb Van Arendonk, a registered associate. Their work is supported by Raymond James, providing access to a broad range of investment products and research, though availability varies by state.

The firm maintains a consistent presence in the Pella community, with a long-standing commitment to serving local residents and organizations. Their focus on personalized planning, combined with a team-oriented model and access to national resources, supports clients through every stage of life. As a trusted presence in south central Iowa, Main Street Advisory Group continues to help clients navigate complex financial decisions with clarity and confidence.