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Cultivating wealth today.

Securing your legacy tomorrow.


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Creative Wealth Strategies

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Our Collaborative Approach

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Who We Serve Best

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Purposeful Philanthropy

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What We Do We Help You 
Reach Your Goals

At Bracker Wealth, we're financial advisors - and your neighbors - deeply rooted in this community. Our team is not just about managing wealth; we're about building relationships right here at home.

As a close-knit team, we leverage our unique individual strengths to look at your financial life from every angle. From comprehensive retirement and investment strategies to legacy planning and beyond, we provide the depth and innovation you need with the genuine care you deserve.

Our approach to planning

60+ Years

Combined Experience

100%

Fiduciary Commitment To You

4+

Specialized Perspectives

How We Help Our Services

We provide wealth management solutions rooted in local values, helping you navigate every stage of your financial journey with thoughtfulness and care.

01

Investment Management

Investment management at Bracker is intentional, collaborative, and precise. We look past the noise of the financial markets to build a strategy that is vetted from every angle. By aligning our team’s diverse strengths with your evolving needs, we provide a sophisticated path toward success—rooted right here in the community we share.

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02

Financial Planning

We believe you should see your financial future through the visual clarity of our Asset-Map experience. We use this map to start a real conversation with you and your family about your financial goals. This tool allows you to know exactly where you stand today—and the confidence to see where you’re headed tomorrow.

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03

Philanthropy

While our roots are firmly planted in Southwest Iowa, the values we’ve learned here—integrity, hard work, and community—guide how we serve our clients across the country. We combine a deep knowledge of local giving with sophisticated tax strategies to help you support the causes you love, wherever you call home.

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04

Tax-Efficient Portfolio Strategy

It’s not just about what you earn; it’s about what you keep. Our team looks for every opportunity to increase your after-tax wealth. With specialized tax knowledge on our team, we utilize municipal bond positioning, tax-loss harvesting, and Roth conversion planning to optimize your tax bracket.

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Who We Are A Collective Approach. A Local Heart.

At Bracker Wealth Management, we believe your financial future is too important to rest on a single perspective. We’ve built a collaborative team where we leverage our individual strengths—in strategy, tax, and philanthropy—to ensure every plan is as thoughtful as it is innovative.

While we use today’s most sophisticated tools to serve families here and across the country, our values remain firmly rooted in our Southwest Iowa home. We aren’t just financial experts; we’re your neighbors, dedicated to a standard of integrity and personalized service that only a true partner can provide.

Get To Know Us
John Bracker

John Bracker

Founder & Wealth Advisor

Erica Bracker

Erica Bracker

Chief Financial Officer

Bailey Jankiewicz

Bailey Jankiewicz

Vice President of Operations

Abby Jares

Abby Jares

Senior Director of Community Relations & Philanthropy

Beginning Our Process Let’s Get Started On Securing Your Future

Start your journey with our streamlined approach, designed to align with your unique financial goals and aspirations.

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1

Discover Your Goals

Our first step is to identify your financial goals and current situation.

2

Build Your Custom Plan

We develop a comprehensive financial strategy that addresses your goals.

3

Monitor and Adjust

Once the plan is in place, we focus on allocating your resources effectively.

Testimonials What Our Clients Say

"When you are responsible for donations to a community nonprofit, stewardship is everything. Alumni and friends trust Underwood Dollars for Scholars with funds to support education. Bracker Wealth Management has been our trusted partner. Their team brings a level of institutional sophistication and clear, data-driven strategy that makes our volunteer board's job so much easier. They have helped us multiply our funds so more dollars can support our students. John and the Bracker Wealth team ensure our portfolio aligns with our long-term goals. They are a true asset to the Underwood community, as well as Southwest Iowa."

Connie C., Board Chair | Underwood Dollars for Scholars

"We have always been highly satisfied with the services provided by Bracker Wealth Management. We value the personal relationships, frequent communication, and prompt response to our financial needs. We also respect their interest, involvement, and support of the Council Bluffs community and Southwest Iowa."

Dan & Sheila P.

*Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Are You Ready? Take the First Step

If you believe you could benefit from working with us, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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