Shawn Agan, MBA, CFP®
Financial Planning for Your Next Chapter.
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Noble Birch Wealth Management
Shawn Agan, MBA, CFP®
Davenport, IA
Serving Clients Nationwide
Financial Planning for Your Next Chapter.
Areas of Focus
- Divorce Financial Planning
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Insurance
- Investment Management
- Loss of Spouse or Partner
- Owning a Business
- Retirement Planning
- Special Needs Planning
- Taxes
About Shawn Agan, MBA, CFP®
Shawn Agan is the founder of Noble Birch Wealth Management. His vision was to create a comprehensive wealth management firm that provides customized investment management in tandem with financial planning strategies, so that clients could enjoy true financial freedom.Shawn believes that “Liberating clients from the stress and anxiety of managing all of the complex aspects of their wealth allows them to instead focus on what is important and enjoying their lives.”
To achieve this level of comprehensive wealth management, he believes “It is necessary to first gain a thorough understanding of every client’s entire financial situation and unique goals. Only then can effective customized financial advice and investment strategies be provided, monitored and adjusted. It is why every relationship starts with an in-depth Discovery Process to help ensure clients and our team are engaged and aligned with a proper vision in mind.”
Shawn and his team have been instrumental in helping clients navigate through some of the most difficult market cycles in history. The philosophy of providing exceptional client service is deeply ingrained in the firm’s DNA and has made Noble Birch Wealth Management the destination of choice for many clients. Educating the next generation is a top priority as he also leads the Financial Education and Planning Team. For several families, the clients at Noble Birch are the 2nd and 3rd generation.
Shawn holds a CFP® designation as a CERTIFIED FINANCIAL PLANNER™ as well as his Series 7, 24, 51, 63, and 65 registrations with LPL Financial. He is also a member of the NATP (National Association of Tax Preparers). Shawn earned his MBA at Arizona State University after completing his undergraduate studies in Business Administration from the State University of New York at Oswego. Prior to his move into private sector financial planning, he worked for the Arizona Diamondbacks & Phoenix Suns as their 401k/Pension/Benefits Manager and also served as the Director of Human Resources for a Fortune 50 company.
Shawn and his wife Jennifer live in Bettendorf with their two children, Jake and Charlotte (“Charley”). Charitable interests include The Humane Society, the Mississippi Valley Regional Blood Center, and the Multiple Myeloma Research Foundation. Shawn also proudly serves as a committee member of the Autism Society of the Quad Cities.
He enjoys quality family time, reading historical non-fiction and biographies, playing Euchre and trivia games, and going to the movies. He loves spending time along the Mississippi River, and always looks forward to the many outdoor festivals and family activities that take place in the QCA.
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
Compensation Methods
- 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
About Noble Birch Wealth Management
Noble Birch Wealth Management is an independent wealth advisory firm located in Davenport, Iowa, proudly serving clients across the entire Quad Cities — Davenport, Bettendorf, Rock Island, and Moline — as well as families nationwide.We were founded in 2002 on the principle that financial advice should be comprehensive, transparent, and personalized. For more than two decades, our team has helped successful professionals, corporate executives, business owners, and high-net-worth families make confident decisions about their wealth.
Why Clients Choose Noble Birch
We understand that wealth management is more than your investment strategy alone — it’s about bringing all the pieces of your financial life together. From tax planning, estate strategies and retirement income distribution to insurance guidance, we proactively develop, implement, and monitor your complete financial plan so your potential for success is optimized.
Our clients turn to us during life’s most important transitions, including:
▪️Navigating retirement and income planning
▪️Selling a business or planning succession
▪️Receiving an inheritance
▪️Exercising stock options
▪️Designing legacy and charitable giving strategies
▪️Managing transitions such as divorce, widowhood, or special needs planning
Moving Forward with Confidence
At Noble Birch Wealth Management our mission is to simplify the complicated and give you confidence for your unique journey ahead. Comprehensive financial planning and wealth management that evolves with you as your life unfolds.
We also believe the importance of proper tax planning cannot be overstated. The impact of taxes on the financial bottom line is one of the areas where many investors' plans fall short. After all, "It's not always what you make, it's what you keep"....which is why all LPL Financial Advisors at our firm are also active tax planners. Assistants and staff members are also required to attend tax training as part of their development plans...it is that important to us...and to your bottom line.
We encourage you to learn more about us and the services we provide. We look forward to meeting with you soon.
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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
Hobbies and Interests
- Family
- Movies
- Reading
- Volunteering
SEC Lookup
View DisclosureWho 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
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