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Add clarity to your financial values, bring your vision into focus, and help realize your goals.

Take Your Plan to the Next Level

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Assets Under Administration

$3.6 Billion*



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Transparent Fee Structure

Tiered Management Fees

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Personalized Strategies

Fiduciary Standard of Care



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Unbiased Recommendations

Non-Proprietary Funds

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Expert Advice

90+ Credentialed Professionals



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Our People

Relationship Managers with Holistic Advice


*Financial data as of June 30, 2023


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Life Vision PlanningSM Services

Financial planning encompasses more than just your assets, investments, and net worth. It involves understanding your financial aspirations, intentions, and motivations. It's about recognizing your worries, expectations, and objectives.


Midland Wealth Management can help align your financial plan with your values and goals. Imagine a dynamic financial well-being tool that allows you to:


  • review your financial plan at a glance and gain a clearer picture of your finances
  • view progress to date, assess your current standing and confidence measure
  • collaborate with your advisor as needs, concerns, and goals change
  • receive recommendations and actionable steps to help you reach your financial goals


Connect with us today to gain access to this interactive resource that empowers you to visualize and manage your financial journey effectively.

Visualize Your Financial Journey

Discover the capabilities of this robust financial planning tool and explore how it can be an invaluable aid in achieving your financial aspirations. Take the first step today and schedule a consultation with one of our advisors.


Schedule a Consultation

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Not sure where to start? We can help.

Whether you’re an advanced investor or just starting out, we’re here to help.


Schedule Appointment

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Retirement Planning
Save and invest toward a successful retirement.

Tax Strategy
Shelter your income or reduce your tax bill.

Insurance Strategy
Insurance as a tool to enhance your long-term plan.

Education Saving Strategy
Save for the best future of your loved ones.


5 Steps To Get You To Financial Freedom

1. Understand Financial Goals

First, we’ll sit down to get an understanding of your current financial situation and your future goals.


2. Develop Financial Plan

We’ll work with you to determine if your goals are on track by identifying areas of progress and areas for improvement.

3. Tailor Recommendations

If we feel your financial plan is going to fall short of your goals, we’ll recommend new strategies—so your plan is on solid ground from the start.


4. Assist with Implementation

Changes to your plan may take time. We’ll help create a schedule for implementing your plan.

5. Monitor Review

We conduct annual reviews to ensure you're still on track and working toward your goals, and make adjustments based on life events that may change your objectives.

best matched financial advisor graphicGet Matched with the Best Financial Advisors

Life happens. We’ll connect you with a financial advisor that’s here to help ensure your financial plan is effective throughout all life changes – expected or not. As your trusted advisor, we serve in a fiduciary capacity and support what’s right for YOU. The fiduciary standard is the highest level of care versus the suitability standard some financial advisors follow. We place our client’s interests ahead of our own. Our recommendations are independent and impartial to keep your goals in mind.

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Our Mission & Values

We are your neighbors. Living, working, and contributing in the same communities. It is the very foundation of our client philosophy. We are credentialed professionals who provide clients unbiased recommendations and expert advice. We are skilled at developing investment, trust, and comprehensive wealth management strategies to serve our clients.

Meet Our Team

Financial Planning FAQs

Accessibility and availability are key components of our client service commitment. We will be there when you need us, providing financial guidance and solutions.

  • We pride ourselves on being proactive, accessible, and focused, working closely with our clients to help manage their finances.
  • We are a partner our clients can rely on for financial education and high-touch service, provided with objectivity and integrity.
  • We care about our clients and our communities, demonstrated by our personal involvement and long-term commitment.

A fiduciary is a person that holds an ethical relationship of trust and manages financial affairs for the benefit of the client first and foremost.

We serve in a fiduciary capacity, serving in your best interest.

  • As a fiduciary, we put your interests first, act in utmost good faith at all times and provide full and fair disclosure.
  • The fiduciary standard is the highest level of care and service.
  • We adhere to these core principles at all times, which serves as the cornerstone of our reputation and client service commitment to you.

We bring the resources of our entire organization to you, including:

  • Financial Planning
  • Investment Management
  • Trust & Estate Services
  • Banking Services
  • Insurance
  • Business Retirement Plan Services

Regular communications include the latest Market Insights, thought leadership articles, and other updates. We provide online account capabilities, including the Midland Wealth Access app.

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Your Custom Life Vision Plan Awaits
Share a few details with us, and let's take the first step toward making your financial dreams a reality.