Dependable Midwestern Financial Advisors

Financial Services

Our Customized Quality Services

Financial planning should be simple, straightforward, and designed with the client in mind.

At Midwestern Financial Group, we don’t put commission or products first–you are the most important part of any transaction. 

If you’ve been looking for a financial advisory firm that has the time and flexibility to prioritize your needs above all else, you’ve just found them.  Reach out to our financial advisors today, and let’s get you started with your dedicated financial services plan.

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What We Do

Fiduciary Financial Advisors

No fees and no extra products or add-ons—we’re here for you, and only you.

Independent Financial Firm

We’re your hometown financial firm, no strings attached.

Our Proven Process

Our process is tried and true, so let’s find how it can work for you.

Wealth Management

Order your financial goals and assets, and craft a plan that works for you.

Who We Help

What Are
Your Goals?

Meet Our Advisors

The dedicated team you need.

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Joseph Jay, CFA
Founder & Managing Partner
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Patrick Campbell
Founder & Managing Partner
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Andrew Picchietti
Associate Advisor
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What Can We
Help You With?

Investment Management

We’ll help invest your savings so they can help you meet your financial goals.

Business Planning

Start saving for your student now, and save on future worry down the road.

Retirement Planning

Whatever a successful retirement looks like to you, we’ll help you achieve it.

Tax Planning

Reduce future and current taxation with our tax-efficient planning services.

College Savings Plans

Start saving for your student now, and save on future worry down the road.

Charitable Giving

Give back to the community and leave your mark for the better.

Financial Planning

Create a plan and optimize your financial position, both for now, and for the future.

Estate Planning

Build a foundation for the future with our comprehensive estate planning services.

Featured Blog Posts

Financial Planning Insights

IPERS or TIAA: A Guide for New University of Iowa Employees


Changes to Retirement Planning: Is your financial plan current after SECURE 2.0?


5 Common Investment Questions For $500k+ Households

OCTOBER 18, 2021