About Wealthspan Partners, LLC
Wealthspan Partners, LLC is an SEC-registered, fee-only financial planning and investment management firm based in Davenport, IA. With offices in Davenport, the firm operates as a true fiduciary, prioritizing clients' best interests through interactive financial planning and tailored investment portfolios. Wealthspan Partners specializes in comprehensive wealth management, offering services including investment management and detailed financial planning. Founded by Brian Ramsay and Mark Tholl, the firm is dedicated to building long-term client relationships through exceptional service and a low-cost approach to portfolio management. Their team of experienced wealth partners, including CERTIFIED FINANCIAL PLANNER™ professionals, provides expert guidance to help individuals and families achieve their financial goals. Wealthspan Partners serves clients in Davenport, IA, and surrounding areas, focusing on a simple yet effective approach to wealth accumulation and preservation.
Website: https://wealthspanpartners.com/
Office Locations
- Davenport, IA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $378.8M
Team Members
- John Timmer, Sr. Wealth Partner + Investment Advisor Representative
- Brian Ramsay, Co-Founder, Sr. Wealth Partner + CCO
- Mark Tholl, Co-Founder, Senior Wealth Partner + Chief Investment officer
- Cody Williams, Wealth Partner + Investment Advisor Representative
- Nile McLaughlin, Investment Advisor Representative + Wealth Partner