Dependable Midwestern Financial Advisors

Iowa City Financial Services

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Leading Fiduciary Financial Advisors in Iowa City

At Midwestern Financial Group (MFG), we are committed to providing our clients with the highest level of fiduciary care in order to help them build a solid financial future.

Our services are designed to be completely goal-oriented and personal, so that each client can have complete peace of mind in our advice. With MFG, individuals, families, and businesses can all find the unbiased, trustworthy financial guidance they need.

Financial Planning for Iowa City Residents

Financial planning involves creating a plan that outlines actions you can take to improve your financial situation and reach your goals. This may include strategies for saving money, investing, managing debt, and reducing expenses.

Overall, a financial plan can help you make better use of your resources and make informed decisions about how to best use your money.

Some of our financial planning items include:


Iowa City Business Planning Services

Developing a business plan helps to define the current state of a business in relation to its competitors, as well as its current worth. This process involves creating a strategy with specific steps that can be taken to increase cash flow and expand value, thus generating additional wealth.

Keep in mind, a sound business plan is not just about profits.  By evaluating competition, calculating current worth, and taking stock of net expenditures and projected revenue, your position in the market will become much more clear.  This allows you to develop better business strategies, and can even help you find ways to keep employees motivated and attract future talent.  All of these factors are essential for a successful business.

Midwestern Financial Group offers a menu of business planning services, including: 

Iowa City Financial Planning — Would You Like To Know More?

The above services are only a fraction of what Midwestern Financial Group has to offer our clients in Iowa City. If you’d like to get in contact with us regarding any of our other financial services, message us through our online portal here, or call us at (319) 499-1620, and a representative from our team will be happy to speak with you.

Iowa City, IA Location

A comprehensive financial advisory firm with an intensive menu of financial services for a wide range of clientele.  

What Drives Us
Our Values
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1. Transparency

We strive for honesty, clarity, and effective communication with every client we work with.

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2. Partnership

Our financial advisors work with you every day to make sure that you receive the optimal financial services.

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3. Hard Work

Our work ethic is unbeatable.  We won’t stop pursuing the best option for your financial situation until we’ve achieved it.

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4. Trust

A relationship, business, personal, or otherwise, isn’t anything without trust.  We’re here for you, no matter what.

Meet the Team
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