About Us

Empowering You to Pursue Your Vision

Rooted in a commitment to always act in your best interest, we provide comprehensive guidance that meets you where you are and grows with you through life’s transitions. Our team, based in Ankeny, Iowa, will help you simplify the complex, offering a clear, values-centered approach that allows you to focus on what truly matters. We’re here to empower you to pursue the life you envision.

Make Every Decision with a Tax-Intelligent Perspective

We believe that tax-smart decisions are fundamental to effective financial planning, so we provide you with proactive guidance that helps maximize wealth and minimize tax burdens over time. This approach helps to ensure that your financial plan addresses your long-term goals, whether you're in Ankeny, Central Iowa, or across the US.

Empower Your Path with Financial Education

With a focus on financial literacy, we help eliminate uncertainty and make financial planning an approachable, collaborative experience. We aim to provide you with the knowledge and clarity you need to make confident, purposeful decisions for your future.

Our Core Values

We bring our values into the work we do every day to provide you with service beyond expectations.

Understand the Why

Education eliminates uncertainty. We prioritize guidance in every step of the planning process, ensuring our clients fully understand their financial plan and feel empowered to make decisions that support their goals.

Personalized Planning

We believe that financial planning should be a personalized process. We give our clients comprehensive plans, approachable solutions, and advice to provide flexible guidance for unique financial journeys.

Holistic Approach

A holistic perspective is fundamental to our financial planning. We consider the complete financial picture for each client and design strategies that address their individual goals and dreams.

Tax Background

Our financial plans are shaped by our deep understanding of tax implications. We help clients make decisions that may help to maximize wealth and minimize tax burdens, creating trust and clarity in their financial future.

Tailored Plans That Change As You Do

Your goals are as unique as you are, and we believe that your financial plan should reflect that. We take a relational approach to planning, taking time to understand you. By building strong relationships with local clients in Ankeny and our clients across Central Iowa and the US, we provide guidance that’s truly personalized to them.

The Story of Wright Financial Solutions

Founded with the vision of providing truly client-centered financial guidance, Wright Financial Solutions was established to offer transparent, tax-smart, and personalized financial planning. Now, in an exciting new chapter, we are partnering with Cochran Bell, a wealth management firm renowned for their experience in tax-intelligent planning. This collaboration, rooted in Wright’s long-standing friendship with Melinda and Kevin Bell, combines a shared vision for client success. “I am excited to begin this journey with Cochran Bell,” said Wright. “Together, we can provide my clients with more resources, tax-smart strategies, and the holistic guidance I am so passionate about.”

Guidance You Can Rely On

As independent, fiduciary advisors, our team at Wright Financial Solutions prioritizes your best interests and works collaboratively to provide guidance that’s grounded in comprehensive experience. Each team member is dedicated to meeting you where you are, understanding your goals, and navigating life’s transitions with you.

Amy Wright, EA

Financial Advisor

Amy Wright, a native of Ankeny, Iowa, graduated from Ankeny High School and earned a Bachelor of Arts degree in Accounting from the University of Northern Iowa. As an Enrolled Agent with 20 years of experience advising clients on...

Jeff Wright

Financial Services Coordinator

Melissa Downing

Executive Assistant; Client Services Manager

Take Your Next Step with Confidence

With a plan, you gain the clarity to make every decision work toward the future you imagine for yourself and your family. Schedule a meeting to learn how our team can help.

Reach Out Today

About Avantax

Our firm’s partnership with Avantax gives us access to large-scale resources, tools, and training that support our clients’ goals. The goal is to help clients make informed decisions that reduce tax liabilities while optimizing investments and other financial strategies to create a more holistic approach to wealth management.

Explore Avantax

Frequently Asked Questions

At Wright Financial Solutions, our approach to financial planning is rooted in acting in your best interest and meeting you where you are. We provide clear, values-centered guidance designed to simplify financial complexity and help you navigate life’s transitions with greater clarity. Every financial plan is personalized to support what matters most to you now while preparing for the future.
Tax-intelligent planning is a core part of the financial advice we provide. With a deep background in tax strategy, we look for opportunities to make more informed financial decisions that account for the tax impact of income, investments, retirement, and long-term planning. Our goal is to help clients make tax-smart choices as part of a more complete financial planning process. How do you personalize financial plans for each client?
We personalize financial plans for each client by first taking time to understand what matters most to them. Your goals are unique, and your plan should be too. That includes your goals, values, priorities, and vision for the future. From there, we develop flexible financial strategies tailored to your life, not a one-size-fits-all formula, so your plan can adapt as your needs and circumstances change.
A holistic financial plan from Wright Financial Solutions goes beyond investments alone. We look at your full financial picture, including planning strategies, tax considerations, personal goals, and major life transitions, so each part of your financial life works together. This coordinated approach helps clients make more informed decisions with a long-term perspective.
Wright Financial Solutions provides personalized, values-centered financial planning for individuals and families. We act in your best interest, simplify complexity, and build plans that reflect your goals today while preparing for what comes next.

Who We Serve

Every client’s path is unique. We’re committed to meeting you where you are, wherever you are in life.

Who We Serve

Our Approach

We take an educational approach to planning to equip you to make the right decisions toward your goals.

How We Work

Our Team

Our team has a passion for helping clients, meeting them where they are to guide them to the future.

Meet the Team