Maloney Davis Wealth Management Powered by LPL Financial

Maloney Davis Wealth Management Powered by LPL Financial Our team provides financial advisory services to empower you on your path to financial wellness. Member FINRA & SIPC.

• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. FINRA.org and SIPC.ORG.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with reside

nts of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Join us in congratulating Jonathan Maloney on earning his Certified Financial Planner® certification. An outstanding ach...
06/05/2026

Join us in congratulating Jonathan Maloney on earning his Certified Financial Planner® certification. An outstanding achievement that reflects expertise and a strong commitment to delivering exceptional financial guidance. We’re proud to celebrate this milestone at Maloney Davis Wealth Management and remain committed to offering the highest level of service to our clients.

Today we observe Memorial Day, a day to honor and remember the brave individuals who gave their lives in service to our ...
05/25/2026

Today we observe Memorial Day, a day to honor and remember the brave individuals who gave their lives in service to our country. Our office will be closed in observance of the holiday. We will reopen and resume normal business hours on Tuesday.

Here’s to hoping Jon is able to get out on the golf course today. Join me in wishing him a Happy Birthday!!
05/19/2026

Here’s to hoping Jon is able to get out on the golf course today. Join me in wishing him a Happy Birthday!!

Jon and his family spent the weekend in Springfield, Missouri celebrating Griffin’s graduation from Drury University. Gr...
05/13/2026

Jon and his family spent the weekend in Springfield, Missouri celebrating Griffin’s graduation from Drury University. Griffin received his Master’s in Architecture degree with a minor in Business Administration. He is back here in Cedar Rapids and will be starting his career with OPN Architects. Griffin spent a couple of months with us during our move to LPL and we couldn’t be more proud of him on this accomplishment! Congratulations Griffin!

05/10/2026

🏌️ Today we celebrate National Golf Day, a day that highlights the skill and discipline behind the game. It’s also a fun reminder to check in on your financial strategy and ensure everything still reflects your goals.

A quick review can provide helpful clarity as you move forward. Reach out anytime to schedule a financial check in: https://www.maloneydavis.com/contact

📈 Small Business Month celebrates the entrepreneurs who power innovation and local growth. Financial organization plays ...
05/07/2026

📈 Small Business Month celebrates the entrepreneurs who power innovation and local growth. Financial organization plays an important role in helping owners navigate challenges and prepare for opportunities.

Taking time to reassess your goals can help you stay focused throughout the year. Connect with our office for guidance with your business planning needs: https://www.maloneydavis.com/contact

Address

201 1st Street SE Suite 720
Cedar Rapids, IA
52401

Telephone

+13198935405

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