Strategic Relationships


The Certified Kingdom Advisor designation provides a principled class of biblically wise financial professionals who have been trained in biblically wise financial advice for clients who long for peace of mind and purpose in their financial dealings.

Adam and Mike are proud to be a member of the Financial Planning Association (FPA®). FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.

AO Wealth Advisory is proud to be a Charitable Investment Partner with the Community Foundation of Greater Des Moines. The Community Foundation of Greater Des Moines improves quality of life for all by promoting charitable giving, connecting donors with causes they care about and providing leadership on important community issues…we’re simply better together. Charitable Investment Partner Spotlight Video.


Charles Schwab is the primary advisory account custodian used by AO Wealth Advisory.

 TD Ameritrade is an advisory account custodian used by AO Wealth Advisory.

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As an independent financial firm, AO Wealth Advisory has chosen Broker Dealer Financial Services Corp. as our broker/dealer, in order to provide a wide array of financial products and services.