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# JH Pierce Wealth Management

Business & Family Financial Advising

## Sitemaps

- [XML Sitemap](https://jhpierce.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [A Tax-Free Business Sale Is Possible. Here’s How to Plan for It.](https://jhpierce.com/a-tax-free-business-sale-is-possible-heres-how-to-plan-for-it/) - Selling your business? Learn how to avoid millions in capital gains tax using the 2025 QSBS exemption for a tax-free business sale. Plan early with JH Pierce.
- [Executive Bonus Plans: A Smart Way to Retain & Support Key Employees](https://jhpierce.com/executive-bonus-plans-a-smart-way-to-retain-and-support-key-employees/) - Executive Bonus Plans (Section 162) help businesses & employees with a simple, flexible strategy that creates lasting value without complex benefit structures.
- [Named One of America’s Top 100 Small Businesses](https://jhpierce.com/named-one-of-americas-top-100-small-businesses/) - We were recognized as one of America’s Top 100 Small Businesses by the U.S. Chamber of Commerce. Discover how our team approach helps business owners succeed.
- [What is a financial advisor and do I need one?](https://jhpierce.com/what-is-a-financial-advisor-and-do-i-need-one/) - Learn what a financial advisor does, what a fiduciary financial advisor is, and how to find the right one for finance, investment, retirement, and tax planning.
- [5 Reasons to Speak to a Financial Advisor for the New Year](https://jhpierce.com/5-reasons-to-speak-to-a-financial-advisor-for-the-new-year/) - Discover 5 reasons to hire a financial advisor this year. Learn the benefits of financial advisors, set New Year goals, & make smart financial decisions.
- [How to build wealth during a market downturn](https://jhpierce.com/how-to-build-wealth-during-a-market-downturn/) - Learn how to build wealth in a market downturn with smart investment strategies, market downturn investment tips, and financial planning during a downturn.

## Pages

- [Home](https://jhpierce.com/) - Our financial planning & advisory firm offers wealth management solutions. Work with fiduciary financial advisors for expert guidance on your financial future.
- [Giving Back](https://jhpierce.com/giving-back/) - JH Pierce Wealth Management is committed to impactful giving. Learn how we support local charities and communities through financial stewardship.
- [Meet the Team](https://jhpierce.com/meet-the-team/) - Get to know the expert financial advisors at JH Pierce. Our team specializes in wealth management, insurance, and strategic financial planning for your future.
- [Employee Benefits from the Ground Up](https://jhpierce.com/401k-employee-benefits/) - Helping business owners build stronger businesses through strategic employee benefits, 401(k) planning, fiduciary oversight, and coordinated benefits consulting.
- [Business Growth & Exit Planning](https://jhpierce.com/business-consulting/) - Business growth and exit planning for owners who want to build enterprise value, create flexibility, and prepare for future opportunities.
- [Financial Calculators](https://jhpierce.com/free-financial-calculators/) - Try our free financial calculators for loans, savings & retirement planning. Use an online financial planning calculator to make informed financial decisions!
- [Contact Us](https://jhpierce.com/contact-us/) - Reach out to JH Pierce Wealth Management for expert financial advice. Contact us today to discuss your wealth management, retirement, and investment needs.
- [Integrated Financial Management for Individuals & Families](https://jhpierce.com/personal-family-financial-planning/) - Helping business owners and families find clarity in complex financial decisions with coordinated financial planning, tax strategy, and business advisory services.
- [Our Three Service Tracks](https://jhpierce.com/services/) - Expert financial advisory, estate, tax, and investment planning services. Trusted solutions for individuals, families, and businesses. Plan your future today!
- [Financial Blog](https://jhpierce.com/financial-blog/) - Financial how-tos for high-earning individuals and business owners in the Midwest. Learn how to reduce taxes, navigate major financial decisions, and create reliable retirement income after life’s biggest transitions.
- [Financial Strategy Newsletter](https://jhpierce.com/financial-strategy-newsletter/) - Financial Strategy Newsletter Subscribe to our monthly newsletter to receive timely financial strategies in three short paragraphs.High value insights for business owners and finance professionals. This newsletter is for those operating in complex environments where tax structure, entity design, timing, and coordination matter. First Name *Last Name *Email Address *Consent *I agree to receive occasional
- [Now Hiring](https://jhpierce.com/now-hiring/) - Now Hiring Join a successful, caring, diverse, trusted, professional team & advance your career. At JH Pierce Wealth Management, we believe that great businesses are built by great people. Our team is dedicated to providing expert financial guidance with a personal touch, helping clients make confident, informed decisions. We invest in you as you partner
- [Josh Pierce](https://jhpierce.com/josh-pierce/) - Josh Pierce, CFP® and AWMA®, is the President of JH Pierce Wealth, specializing in financial planning, wealth management, and business financial strategies.
- [Lara Ziegler](https://jhpierce.com/lara-ziegler/) - Lara Ziegler, MBA MARKETING COORDINATOR & Growth Architect Lara Ziegler is a marketer, writer, and video editor from central Ohio. She grew up in a house surrounded by cornfields and still feels most at home in farming country. The week after graduating with her B.A. in Communications she set out with her husband to spend
- [Lacy Zahn](https://jhpierce.com/lacy-zahn/) - Lacy Zahn, an administrative professional with 16 years of experience, is dedicated to client service and helping others achieve their financial goals at JH Pierce.
- [Privacy Policy](https://jhpierce.com/privacy-policy/) - Privacy Policy Protecting your private information is our priority. This Statement of Privacy applies to www.jhpierce.com, and JH Pierce Wealth Management, P.C. and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to JH Pierce Wealth Management, P.C. include www.jhpierce.com. The JH Pierce Wealth Management, P.C. website
- [Store](https://jhpierce.com/store/) - Shop branded polos, jackets, hats, and drinkware. On-demand, no minimums. $1 per item donated to charity. Powered by Level10. Delivered in 1–1.5 weeks.
- [Benefits Advisor – 401(k) & Retirement Plans](https://jhpierce.com/benefits-advisor-401k-retirement-plans/) - Benefits Advisor – 401(k) & Retirement Plans Location: In-Person | Wyoming OfficeEmployment Type: Full-TimeCompensation: $55,000–$70,000 base salary (depending on experience) About JH Pierce Wealth Management PC JH Pierce Wealth Management PC is an independent advisory firm serving business owners and high-income families, with a strong focus on rural America. We operate under a planning-first, implementation-second
- [Tax & Business Advisor](https://jhpierce.com/tax-business-advisor/) - Tax & Business Advisor (CPA / EA preferred) Location: In-Person | Wyoming OfficeEmployment Type: Full-TimeCompensation: $65,000 – $90,000 base salary (depending on experience) About JH Pierce Wealth Management PC JH Pierce Wealth Management PC is an independent advisory firm serving business owners and high-income families, with a strong focus on rural America. We operate under
- [Financial Planning & Operations Intern](https://jhpierce.com/financial-planning-operations-intern/) - Financial Planning & Operations Intern Location: In-Person | Wyoming Office Employment Type: Paid Internship (30 hours/week, 16 Weeks) Compensation: $18/hour About JH Pierce Wealth Management PC JH Pierce Wealth Management PC is an independent advisory firm serving business owners and high-income families, with a strong focus on rural America. We operate under a planning-first, implementation-second philosophy and deliver integrated advice
- [Jean Allen-Murphy](https://jhpierce.com/jean-allen-murphy/) - Jean Allen-Murphy 401(K) SPECIALIST I currently call Dubuque, Iowa home where I live with my husband and two daughters, two dogs, and a cat. As a family we love to explore together through camping and hiking in the summer and traveling as much as we can. With 23 years of experience in retirement plan administration and
- [Amy McDaniel](https://jhpierce.com/amy-mcdaniel/) - Amy McDaniel 401(K) SPECIALIST “I am the Regional Sales Director- West for July Business Services and have been in the industry for 10 years. I love talking with business owners and figuring out what plan works best for them and their goals. I have a beautiful family, and the kids definitely keep us busy
- [Tom Kaiser](https://jhpierce.com/tom-kaiser/) - Tom Kaiser Paraplanner I was born at St. Luke’s Hospital and spent my first 19 years here in Cedar Rapids, Iowa. After high school, life took me through Brazil, Utah, and Washington before bringing me back home to Iowa. Along the way, I met my wife — and today, I’m a proud husband and father
- [Chris Stone](https://jhpierce.com/chris-stone/) - Chris Stone, an insurance specialist with 17+ years of experience, offers expert guidance in business, estate, and advanced planning for business owners.
- [Login - Assetmark](https://jhpierce.com/login-assetmark/) - Access your AssetMark account through JH Pierce Wealth Management for secure investment management, financial planning, and advisory services.
- [Prospect Client Survey](https://jhpierce.com/prospect-client-survey/) - Complete the Prospect Client Survey at JH Pierce Wealth Management to help us understand your financial goals and provide personalized financial solutions.
- [Start Now](https://jhpierce.com/start-now/) - Secure your financial future with expert planning. Start an IRA, roll over a 401(k), or invest for retirement with JH Pierce Wealth Management’s guidance.
- [Cheryl Dirks](https://jhpierce.com/cheryl-dirks/) - Cheryl Dirks Operations & Accounts Administrator With over 34 years of experience in business sales and administration. I am passionate about ensuring every detail shines in my work at JH Pierce Wealth Management. Family, Faith, and a love for learning keep me grounded as I navigate this new journey. Clients’ best interests are my top

## RVM - Maps

- [Nationwide Impact](https://jhpierce.com/rvm/nationwide-impact/)

## Categories

- [Uncategorized](https://jhpierce.com/category/uncategorized/)