Why choose Midwest Financial Partners?
We focus on you.
Midwest Financial Partners was founded in December 2005 with a focus on individualized financial planning and investment management services. We’re a small firm by design, committed to serving you personally. We don’t believe in a cookie cutter approach to helping clients. We get to know you and your goals for the future.
We take the intimidation out of money.
Not understanding how your finance plan works can feel daunting. While many of our clients turn to us to carry much of the load managing their investments, it’s important that they understand the “why” behind the strategy. We’ll work with you to determine your risk level and talk through your financial goals. Together, we’ll choose a strategy that best fits your needs.
We plan for every phase of the market.
We believe a good defense is just as important as a good offense when it comes to an effective investment strategy. We will help you create a Downside Protection Strategy so that during any difficult years or downturns in the market, you can temper the degree to which your finances are negatively impacted.
We keep you informed.
The financial industry is complex but you don’t have to be an expert to put a solid financial plan in place. That’s our job. We have resources and information that will help guide and inform you so you can learn a thing or two along the way and feel confident about your decisions.
Our fees are transparent.
We believe the best way to charge for the services we provide is with a transparent, periodic fee based upon the value of assets that we manage for you. This aligns our interests with yours and allows you to see clearly the exact cost for the services we provide.
To learn more about this model or hear more about our guiding principles and philosophy, please contact us.