RWRookwell Wealth Partners
Talk with an advisor

A financial life,
known by name.

One lead advisor. One named service associate. A plan built to stay with you.

Fee-only advice for families in West Des Moines, Des Moines, Ankeny, Johnston, Urbandale, and Waukee.

Talk with an advisorSee how we work
A couple meeting with their financial advisor in a calm office
⌂Founded 2009
♧About 420 families
▥Fee-only fiduciary

The handoff is personal.
The relationship stays personal.

01

A short first call

A 20-minute conversation with Priya Raman, CFP, focused on what has you looking for advice now.

02

A fuller discovery

A 90-minute meeting at our office or by video, covering what you have, what you want, and what keeps you up at night.

03

A thoughtful match

Priya introduces you to the lead advisor whose clients and planning needs look most like yours.

04

A lasting team

Your lead advisor owns the plan, supported by a named client service associate who handles the details.

Meet the team

Four advisors. One lasting relationship.

From the first conversation through every plan review, you know who is responsible for the work.

Editorial portrait of Curtis Lindahl, CFP, ChFC

Co-founder & lead advisor

Curtis Lindahl, CFP, ChFC

Works with: Farm families and landowners planning how the land passes to the next generation.

Editorial portrait of Maren Achterhof, CFP, CPA

Co-founder & lead advisor

Maren Achterhof, CFP, CPA

Works with: Physicians, dentists and owners of professional practices.

Editorial portrait of Tobias Grell, CFA

Lead advisor & chief investment officer

Tobias Grell, CFA

Works with: Insurance and financial-services employees with pensions, deferred compensation and company stock.

Editorial portrait of Priya Raman, CFP

New-client advisor

Priya Raman, CFP

Works with: Every new client, for the first two conversations.

Meet all four advisors →
Twelve years in. Same advisor, same person answering the phone.

Judy and Ron P., Ankeny

Current clients
Priya listened for an hour, then told us Curtis was the right fit because of the farm. She was right.

Brent and Kaylee S., Waukee

Current clients
When my husband died, our associate handled every form. I made one phone call.

Carol M., Urbandale

Current clients

Comments from current clients. No one was paid or given anything for them, and they may not reflect the experience of other clients.

A thoughtfully organized planning table with a leather folio and papers

Planning that holds together

Every decision deserves to be part of the same conversation.

Investments, tax-aware choices, estate coordination, company stock, and retirement income all belong in one written financial plan.

Explore planning & investments →

Retirement income

Retirement should feel like a monthly paycheck, not a monthly question.

See the retirement approach
A couple walking together along a prairie path

Start with a conversation

Twenty minutes is enough to see whether we should keep talking.

You’ll meet first with Priya. No call center, no sales handoff, and no pressure to decide on the spot.

Talk with an advisor