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Dependable Midwestern Financial Advisors

Our Values

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.

Fiduciary Advisors

How Our
Process Works
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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.

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