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Basepoint Wealth Expands Investment Team

For Immediate Release 05/27/2020

Basepoint Wealth Expands Investment Team

CEDAR RAPIDS, IA – Basepoint Wealth LLC (https://www.basepointwealth.com), one of the largest fee-only wealth management firms in Eastern Iowa is proud to welcome Andrew Mong as an Associate Financial Analyst.

With growth in assets under management of over 47% during the past two years, Basepoint’s investment management team continues to grow to keep pace.  Andrew joins the team responsible for the implementation and expansion of Basepoint’s investment management processes focused on individualized investment portfolio management and security selection in support of client financial plans designed by the advisor team of Certified Financial Planning professionals.

He joins the firm as 2019 graduate of Iowa State University with a B.S. in Finance and minor in Accounting. 

“I am excited to be a part of Basepoint,” Andrew says, “I can’t imagine a better way to begin my career in the financial services industry than with the team here.  It’s a great chance for me to be part of a long-term opportunity to improve the lives of our clients.”

W. Allen Wallace, CFA, CPA/PFS, CFP®, Basepoint Wealth Chief Investment Officer added, “We are delighted to welcome Andy to our investment team. His drive and passion for learning complements our culture and will expand our capabilities for analyzing securities and building effective investment processes.”

About Basepoint Wealth, LLC

Basepoint Wealth, LLC provides comprehensive independent financial planning, tax advisory, and investment management services to clients throughout the United States.  Basepoint Wealth’s integrated technology platforms, combined with over 130 years of experience among its team of CFA®, CFP®, CPA, and ChFC® credentialed advisors, provide a uniquely individualized wealth management process.

Basepoint Wealth, LLC has offices in Cedar Rapids, Dubuque, and Davenport, IA.  Visit our website for more information:  www.basepointwealth.com

Contacts:

Basepoint Wealth, LLC
Landis T. Wiley, CFP®, Managing Partner
319-826-1898
 landis.wiley@basepointwealth.com 

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