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Storybook Financial
Storybook Financial provides fiduciary financial planning and investment management with a focus on healthcare professionals and their families.
Overview
Storybook Financial provides fiduciary financial planning and investment management with a focus on healthcare professionals and their families. The firm builds relationships to help clients through financial life planning and serves clients nationwide via a strong virtual presence. It is also a social enterprise that supports the cystic fibrosis community.
General information
Firm type
Multi Family Office
Location
City
Coralville
Sector focus
Frequently asked questions
What investment stages does Storybook Financial typically target?
The firm's stage preferences are not publicly specified. Multi-family offices often range across stages—from venture capital to growth equity, real estate, and private credit—depending on client risk profiles and liquidity needs.
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