Maloney Davis Wealth Management Powered by LPL Financial

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Cedar Rapids, IA
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.

07/15/2026

The market isn’t just about fundamentals anymore — policy is driving outcomes.

Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks and what it means for portfolios.

https://www.maloneydavis.com/midyear-outlook

07/04/2026

Wishing you a happy and safe Fourth of July! Our team hopes you enjoy a well-deserved holiday weekend filled with time spent with family, friends, and meaningful moments.

06/30/2026

📊 This Week’s Market Commentary is Live! Stay informed with the latest insights on market trends and economic updates.

Read more here: https://www.maloneydavis.com/weekly-market-commentary

06/27/2026

Today we’re excited to celebrate one of the amazing people who helps make our team so special - Niki Davis! 🎉

Niki’s dedication and positive attitude make a meaningful impact every day, both within our office and in the experience we strive to deliver to our clients. We’re incredibly grateful to have her as part of the Maloney Davis Wealth Management family.

Please join us in wishing Niki a very happy birthday and a wonderful year ahead. Happy Birthday, Niki!

06/21/2026

🌿 Today marks the start of summer and a practical time to evaluate your financial priorities. Reviewing your plan can help ensure you remain on track with the goals you’ve set for the year.

Contact our team for support with a mid-year financial review: https://www.maloneydavis.com/contact

06/19/2026

Our office will be closed in observance of Juneteenth. We will reopen and resume normal business hours on Monday, the 22nd.

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.

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.

Address

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

Telephone

+13198935405

Website

http://maloneydavis.com/

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