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Cedar Valley Wealth Advisors

Our Story

Website-Photos-7543Welcome to Cedar Valley Wealth Advisors (CVWA), a financial services company dedicated to “Planning and Investing for the Goals of Your Life”! ™

At Cedar Valley Wealth Advisors we provide our clients independent investment advice and asset management.  Since we sell no products, you can be sure our investment recommendations are focused on your needs, not on commissions.  We work with you to determine your financial goals and provide specific advice that matches your investments to your goals.  We manage your investments using low-expense, low-turnover, broadly diversified funds designed to deliver specific asset class returns.  We don’t “play the market.”  We provide ongoing review and consultation.

Bob Heaton, CVWA member, began providing competent, independent and knowledgeable investment advice in 2001 to clients of Heaton Adams Financial Services, a division of the certified public accounting firm Heaton Adams and Company.

In 2010 Karla Hoppes joined Bob to provide assistance to his financial services clients.  Karla’s past experience as manager of a registered investment advisory firm along with her knowledge of Dimensional Fund Advisors’ mutual funds made her a great fit for our firm.

In 2014 Bob formed Cedar Valley Wealth Advisors with Karla Hoppes to provide further in-depth investment counseling to our clients.  You’ll find us in our newly remodeled space in the iconic former Porter’s Camera Warehouse in Cedar Falls. Stop by and say hello.  We can’t fix your camera or sell you photo cartridges, but we’ll be happy to offer you a cup of coffee and some sound advice on bringing order and knowledge to your financial and investment life.

And if you’ve sought us out over the extremes of cyberspace, thanks for checking us out. We invite you to search our website to learn more about what we do and some of the companies we team up with to deliver our services.

Or, just click our logo above and sit back and read some of our favorite quotes, sayings, thoughts and Bob-isms.  (What’s a Bob-ism?  Basically any saying we must have just made up and can’t blame on somebody else!)

 

For more information view our:

Form ADV Part 2A

Form ADV Part 3 (CRS)

  • CVWA
    319-266-6507

411 Viking Road, Suite A | Cedar Falls, IA 50613 | Fax 319-266-6601 | invest@cedarvalleywealth.com

Fidelity Investments is an independent company, unaffiliated with The Heaton Hoppes Group, LLC dba Cedar Valley Wealth Advisors (Cedar Valley). Fidelity Investments is a service provider to Cedar Valley. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cedar Valley and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 683422.2.0

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