Marcus Iwig

  • CFP®
  • CPA
  • MAcc

Senior Lead Advisor

Marcus Iwig

Marcus Iwig

  • CFP®
  • CPA
  • MAcc

Senior Lead Advisor

My Background

Current Role

As a Senior Lead Advisor at Foster Group, Marcus Iwig, CFP®, CPA, helps executives, business owners, and families navigate complex financial decisions with confidence. He specializes in comprehensive financial planning, tax strategies, and long-term wealth planning, helping clients align their financial decisions with their goals and values. Marcus is known for simplifying complexity and providing thoughtful, coordinated guidance through every stage of life.

What motivates you in the work you do each day?

I enjoy helping clients bring all the pieces together. Whether it’s taxes, investments, retirement, or a business transition, there’s something rewarding about creating a clear plan that helps people move forward with confidence.

Experience & Community.

Marcus has more than 20 years of experience helping clients navigate complex financial situations. As both a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant, he brings an integrated perspective that combines tax expertise with comprehensive financial planning. He earned both his Bachelor of Science in Accounting and Master of Accounting from Iowa State University. Marcus is also actively involved in his local church and enjoys serving his community.

 Beyond the Office

Outside of work, Marcus enjoys cooking, spending time outdoors, traveling, and making the most of time with family and friends. During the summer, you’ll often find him near a lake or the beach.

Read more from Marcus Iwig

Marcus Iwig Isabel McMillen
Financial Planning Tax

Financial Perspectives: Year-End Tax Planning: Avoiding Costly Mistakes Before December

Hosted by : Marcus Iwig & Isabel McMillen

09/18/26

Financial Planning

From Brackets to Breaks: Is Tax Planning Really Worth the Effort?

Marcus Iwig

Marcus Iwig, CFP, CPA, MAcc

03/24/26

Gretchen Muller Marcus Iwig
Financial Planning Tax

Financial Perspectives: How Tax Strategy Fits into Your Financial Plan

Hosted by : Gretchen Muller & Marcus Iwig

03/16/26

Financial Planning Tax

Five Actions You Might Want to Consider Based on the New Tax Law

Marcus Iwig

Marcus Iwig, CFP, CPA, MAcc

09/23/25

Marcus Iwig Kent Kramer
Financial Planning Charitable Giving

Financial Perspectives: OBBBA Explained – What the 2025 Tax Bill Might Mean for You

Hosted by : Marcus Iwig & Kent Kramer

09/15/25

Kent Kramer Marcus Iwig
Investments

Financial Perspectives: How Much Income Do I Need in Retirement?

Hosted by : Kent Kramer & Marcus Iwig

05/19/25

Let’s talk.

Let’s talk.

Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.

Prefer to call us? 515-226-9000

Prefer to call us? 515-226-9000

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