Iowa City Financial Advisors With A Fiduciary Duty
Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. As a fiduciary, MFG is required to act completely in the interests of the client, and disclose how the advisor is compensated, along with any corresponding conflicts of interest. MFG provides unbiased, goal-driven financial services for individuals, families, and businesses to build their future with confidence.
While monetary value can be quantified in the marketplace, the things that you value are less tangible, and are unique to you. Whether that’s freedom from past debt, the opportunity to build your own business, or create a financial legacy for your family, these are the things that matter the most. That’s why our financial planning process begins with understanding your life, your priorities, and your goals.
Some things that Midwestern Financial Group values:
Transparency, partnership and trust
The hard work that has gone into building your business, and ours
Family, friends, and our community
The privilege of being part of our client’s lives
While we can’t predict the future or ensure that life will always go according to plan, what we can ensure is that we’ll be working alongside of you to navigate or celebrate whatever comes your way.