What is an Independent Financial Firm?
As an independent advisory firm, Midwestern Financial Group is able to deliver comprehensive and personalized financial planning services to a wide variety of clients. Our independence from any specific financial products or investment funds gives us the freedom and flexibility to put our clients’ needs first, rather than our commissions or the bottom line of some multinational financial conglomerate.
You can find a menu of our financial planning services to the side. If you’d like to get in touch with one of our representatives, you can message or email us through the contact form, found here, or give our office a call at (319) 499 – 1620.
Why is an Independent Financial Firm Important?
Some financial firms belong to massive national or international chains. That means that, while they have significant backing for their services, they’re rarely able to offer the more specialized and one-to-one attention that an independent firm like ours delivers for our clients.
And the financial services industry is beginning to take notice. The international consulting firm McKinsey & Company reported that Registered Investment Advisory Firms (RIAs) have been the fastest-growing category in the US wealth management market, with 12 percent annual growth in assets since 2016.
As an example, the top fifteen RIAs in the country surpassed $20 billion in client assets as of 2020, with that number only expected to increase over the next several years.
This means that an RIA, like Midwestern Financial Group, is in a prime position in the coming years to manage your wealth in an effective and promising capacity with respect to anticipated financial growth.
Independent Financial Firm Benefits
An Independent Fiduciary With Your Interests A Heart
At Midwestern Financial Group, we provide comprehensive financial planning services to help our clients reach their long-term financial goals. We are a fee-only firm, which means that our only source of income is from our clients. We don’t sell any products or receive commissions, so you can be sure that our advice is unbiased and in your best interest. With over decades of experience, we’re confident that we can help you build a bright financial future.
There is no one-size-fits-all when it comes to financial planning. That’s why our team of professional advisors offer a wide range of services to help you achieve your unique goals. From investments and asset management to creating a college savings plan, we can tailor a plan specifically for you. So whatever your financial dreams may be, we can help make them a reality.