Julia McCormick CDFA® RICP® CFP®

Managing Partner, Personal CFO

Julia McCormick, CDFA® RICP® CFP® is a dedicated Personal CFO focusing on holistic wealth management. 

Julia is passionate about helping her clients reach their retirement, accumulation, and business goals through formulating and implementing holistic financial plans. She sets herself apart through detailed cash flow planning and a talent for creating wealth management plans that reflect her client’s values.

As a Retirement Income Certified Professional® and Certified Financial Planner™, she works with individuals, families, and small business owners. As a Certified Divorce Financial Analyst®, she is experienced in helping clients with their financial roadmaps during and after a divorce.

In addition to her work as a Personal CFO, she is a violist, playing in many Des Moines ensembles and an advocate for the live music scene in Des Moines. Julia and her husband, Kyle, and their three boys are proud residents of Urbandale, IA.