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Shawn Agan, MBA, CFP®

Quad Cities Financial Planning - Bettendorf, Davenport, Rock Island, Moline

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Contact Me
Noble Birch Wealth Management Shawn Agan, MBA, CFP®
Davenport, IA

Serving Clients Nationwide

Quad Cities Financial Planning - Bettendorf, Davenport, Rock Island, Moline

(563) 359-3475

Website

Areas of Focus

  • Choosing a Financial Advisor
  • Compensation Planning
  • Employee Stock Options
  • Equity Compensation Options
  • Estate Planning
  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • Insurance
  • Investing
  • Investment Management
  • Loss of Spouse or Partner
  • Multi-Generational Wealth
  • Owning a Business
  • Retirement Planning
  • Social Security
  • Special Needs Planning
  • Tax-Smart Accumulation Planning
  • Tax-Smart Distribution Planning
  • Taxes

About Shawn Agan, MBA, CFP®

🌿 About Shawn

I’m a financial advisor based in Bettendorf, Iowa, serving individuals, families, and business owners throughout the Quad Cities (Davenport, Bettendorf, Rock Island, and Moline) and nationwide. We strive to help families and business owners in the Quad Cities gain clarity, reduce financial stress, and feel confident about their retirement path.

With 20+ years of experience, my passion is helping clients simplify complex financial decisions so they can focus on what matters most — family, health, and enjoying the next chapter of life.

✅ Fee based advisor — Solutions for every stage of your financial journey
✅ MBA + CERTIFIED FINANCIAL PLANNER™ professional
✅ Specialized in tax-efficient retirement & wealth planning

Outside of work, I live in Bettendorf with my wife Jennifer and our kids, Jake and Charlotte. I’m active in the community, a fan of continuous personal and professional growth, love movies, hiking, and family travel.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Master of Business Administration (MBA)

Affiliations

  • National Association of Tax Professionals (NATP)

Primary Location

5153 Utica Ridge Road, Davenport, IA 52807

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • Package Offers
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a private, one-hour, complimentary consultation. We would love to sit down with you to review your current situation and discover if we can assist you in your pursuit of the retirement you always envisioned. I look forward to meeting with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About Noble Birch Wealth Management

📈 How We Help Clients

At Noble Birch Wealth Management, we deliver planning-led, relationship-driven advice through our proprietary Wealthscan 360™ process. This holistic approach integrates investment, tax, retirement, insurance, and estate planning into one coordinated strategy.

Services include:

🎯 Goals-Based Investing – portfolios tailored to your priorities

🛡️ Risk Management – preserving wealth from uncertainty

🔄 Ongoing Guidance – proactive reviews & adjustments

🌳 Wealth Integration – coordinating taxes, estate & legacy goals

📊 Retirement income planning

💼 Small business owner planning

🏡 Estate & legacy strategies

📑 Tax planning & preparation (through our in-house tax team)

💡 Insurance guidance


💬 What Clients Can Expect
Working together is simple and transparent:
-Introductory Call (complimentary) – 30–60 minutes to learn about your goals.
-Wealthscan 360™ Plan – a customized strategy designed around your life and values.
-Ongoing Partnership – regular reviews to keep you on track as life changes.

Clients often tell us they feel:
-More confident about retirement
-Less stressed about taxes and investments
-Free to focus on what matters most

📍 Who We Serve

-Families and professionals in the Quad Cities (Davenport, Bettendorf, Rock Island, Moline) and nationwide.
-Retirees seeking predictable income and tax efficiency
-Business owners navigating succession and planning
-High-net-worth families needing multi-generational wealth strategies

👉 Ready to take the next step? Text or call us at 563-359-3475.

❓ Frequently Asked Questions (FAQs)

Q: Do you only work with clients in the Quad Cities?
A: While most of our clients are in Davenport, Bettendorf, Rock Island, and Moline, we also serve families nationwide through secure video meetings.

Q: How do you charge for your services?
A: We offer transparent, fiduciary pricing. Investment management is billed as a percentage of assets under management, and planning fees are available for tax and financial plans.

Q: What makes Noble Birch Wealth Management different?
A: Our proprietary Wealthscan 360™ process, in-house tax expertise, and focus on clarity set us apart. We integrate investments, retirement, taxes, estate, and insurance planning into one clear roadmap.

Q: How do I get started?
A: Simply book a complimentary intro call. We’ll listen to your goals and outline the next steps to help you move forward confidently.

Are you moving toward living your best life, seeking confidence and clarity for the road ahead? Work with Noble Birch Wealth Management, the Quad Cities premier financial planners and wealth management professionals.

Disclosure: Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. *Tax preparation offered through Noble Birch Tax Preparation, LLC. Noble Birch Wealth Management, LLC, Noble Birch Tax Preparation, LLC are separate entities from LPL Financial.

Education

Arizona State University, Master of Business Administration (M.B.A.), Business Administration and Management, General | State University of New York at Oswego Bachelor's Degree, Business Administration and Management, General

Volunteer Experience

Autism Society of the Quad Cities Humane Society American Red Cross United Way

Hobbies and Interests

  • Exercising
  • Family
  • Movies
  • Reading
  • Traveling
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Special Needs
  • Widow
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get answers to frequently asked questions regarding the services offered by Shawn Agan, MBA, CFP® View Disclosures
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