Julia McCormick, CDFA® RICP® CFP®
Managing Partner, Personal CFO
Julia McCormick is a seasoned financial advisor and wealth strategist who integrates technical expertise with a deeply client-centered philosophy. At The Wealth Consulting Group, she helps individuals, families, and business owners align their financial resources with what matters most in their lives. Julia’s work as a “Personal CFO” stems from her belief that a wealth advisor should act as a strategic partner, not simply a portfolio manager. She is especially noted for:
- Cash flow–first planning — using as a starting point for meeting financial goals
- Values-aligned investing & legacy planning - helping clients connect their money to their purpose, whether that means sustainable investing, charitable giving, or ensuring wealth transitions reflect family values.
- Transition support — guiding clients through divorce, retirement, business exit, or other major life events
- Fiduciary commitment — emphasizing transparency, best interest advice, and disciplined process
Julia’s pathway into financial services is both thoughtful and varied. She earned degrees in music performance (B.M. and M.M. in Viola) before pivoting to finance, combining her analytical skills with a love for storytelling and relationships. She brings a holistic lens to financial planning—addressing not just investments but tax planning, cash flow, legacy design, risk management, and life transitions. Julia has also been active in her local community — serving on boards such as the Des Moines Leadership Network and UnityPoint’s Young Advisory Board — and is an accomplished violist, performing with the Des Moines Symphony and supporting regional arts initiatives.
She currently resides in Urbandale, Iowa, with her husband, Kyle, and their three sons.
Credentials & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®) — This designation reflects rigorous education, examination, experience, and an ongoing commitment to ethics and continuing education. LW Advisors+1
- Retirement Income Certified Professional® (RICP®) — This specialization focuses on income strategies in retirement, helping clients make sustainable withdrawal decisions. LW Advisors+1
- Certified Divorce Financial Analyst® (CDFA®) — This credential indicates expertise in the financial aspects of divorce, including equitable division, cash flow modeling, and long-term planning post-divorce.