OUR PHILOSOPHY
Our Service is Personal
At Nations, we build relationships on trust and mutual respect, treating every Advisor as a valued Partner.
We take pride in our Cedar Rapids, Iowa-based home office team, known for their courtesy, responsiveness, friendliness, and deep expertise. Rooted in Midwest values, we hold ourselves to the highest standards of honesty, helpfulness, and hard work – these aren’t just Midwest clichés. They are our standards for service and the way we live our lives.
Nations Financial Group
Our Core Beliefs
Partnership
We believe the secret to success is doing what you love and sharing your passion with like-minded people in pursuit of a common goal.
Dedication
We view every interaction as an opportunity to meet or surpass expectations.
Empathy
We operate with a deep understanding of and respect for the unique perspectives of others.
Respect
We believe respect is rooted in listening, kindness, gratitude, and valuing every interaction.
Stewardship
We believe in making prudent decisions that protect and benefit all stakeholders, both today and for the long term.
Service
We believe that success comes from helping others achieve their goals.
Our Approach
RUN
When you’re ready to start fresh, Nations equips you with premier tools and a dedicated team to confidently build and grow your business with confidence.
GROW
A flexible, advisor-focused platform offering tailored support, digital solutions, strategic resources, and a hybrid RIA model to drive efficiency, scalability, and long-term success.
TRANSITION
Getting the transition right is crucial, and we’re with you every step of the way to ensure a smooth process.