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Dependable Midwestern Financial Advisors

Independent Financial Firm

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.

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
Margaret Tietjen
Client Service Associate