About Us
Every Client Is Unique. Every Client Has A Story.
This Is Our Story. We Would Like To Hear Yours...
"We have seen a lot of growth over the years since this video was made. Our team, our families, the clients we serve…it’s been an amazing honor and a privilege. One of our mantras is that ‘The only thing that is constant, is change.’ However, there are some things that simply don't change. Our core principles, continuous improvement mindset and wealth management philosophy which have been the steady foundation upon which our client relationships have been built. “
-Shawn Agan, Founder
About Noble Birch Wealth Management
Noble Birch Wealth Management (Est. 2002) is a locally based, 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 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
About Us A Team That
Understands You
We’ve invested a vast amount of thought and energy into structuring our firm to be distinct– and better. Noble Birch Wealth Management is built to:
- Attract and retain the most talented and dedicated people in the industry
- Turn their intellectual ferocity, loyalty and passion into a phenomenal experience for you
- Do everything we can to put the clients interests first
- Work toward maximizing transparency, a personal approach and continuity
Shawn Agan, MBA, CFP®
Wealth Advisor & Founder
Cory Huff
Wealth Advisor
Eric Sommers
Wealth Advisor
Lesli Platt
LPL Registered Sales Assistant & Office Manager
Natalie Buchholz
Client Relations & Tax Operations Manager