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Dependable Midwestern Financial Advisors

Wealth Management

What is Wealth Management?

Wealth management involves investment advisory services that cover a broad range of financial services which address your individual needs. 

We perform a careful consultation, where information from your specific financial goals and expectations is put together, and a tailored set of strategies is developed. These are specific just to you and the entirety of your financial needs.

Wealth management is what’s known as a holistic service, often coordinated with outside professionals such as CPAs and estate attorneys, which can include:  

  • Investment advice
  • Estate planning
  • Financial accounting
  • Retirement planning
  • Tax services

Some additional info:

  • Wealth management is a comprehensive set of financial services tailored to your specific wishes and circumstances. These services are executed with high touch and careful execution.
  • A wealth management advisor is a high-level professional who manages a client’s wealth holistically. 

What kind of Wealth Management Services does MFG provide?

With our wealth management services, Midwestern Financial Group organizes the context-appropriate allocation of resources in relation to liquidity, longevity and legacy desires.

These financial plans are generally more complex and intricate than others, and for that reason, we take extra care to make sure they’re carefully constructed and monitored with you and your needs in mind.

Midwestern Financial Group: Doing Our Fiduciary Duty To You, Always

At Midwestern Financial Group (MFG), we believe that everyone deserves access to quality financial planning and analysis. That’s why we operate on a fee-only basis, which means that our only payer is our clients. 

We don’t sell any products and we don’t take commissions, so you can rest assured that our advice is unbiased and goal-driven. Whether you’re an individual, family, or business, we can help you build your financial future with confidence.

Fiduciary Advisors
How Our Process
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1. Introduction

First, we get to know each other— what your life is like, what is most important to you, and what your hopes and dreams are. We’ll help you get to know us, too. We believe that honesty and trust are key to fostering a productive advisor relationship.

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2. Goal Setting

Next, well review your financial data to get a sense of where you are today and how we can improve your financial future. We brainstorm goals unique to you and assess what future liabilities may be present, so we can plan for those as well.

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3. Planning

Our advisors then prepare a recommended financial plan focused on hitting your personalized goals. Our fiduciary standard ensures that recommendations are in your best interest — not to sell financial products or generate commissions.

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4. Management

After we implement the recommendations, you can rely on us to constantly monitor outcomes and track the progress towards your goals. We’ll work together to adjust the plan for life changes or market returns.

Midwestern Financial Group
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