Financial peace of mind is a conversation away. Let’s connect and take your financial plans to the next level.
Assets Under Administration
Transparent Fee Structure
Personalized Strategies
Unbiased Recommendations
Expert Advice
Our People
*Financial data as of March 31, 2022
Whether you’re an advanced investor or just starting out, we’re here to help.
Financial Planning ServicesRetirement Planning
Save and invest for 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.
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 to meet your goals and make adjustments based on life events that may change your objectives.
Get Matched with the Best Financial AdvisorsLife happens. We’ll help you connect with a financial advisor that’s here to 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 most 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.
We are your neighbors. Living, working, and contributing in the same communities. It is the very foundation of our client philosophy. We are independent, 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.
Accessibility and availability are key components of our client service commitment. We will be there when you need us, providing financial guidance and solutions.
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.
We bring the resources of our entire organization to you, including:
Regular communications include the latest Market Insights, thought leadership articles, and other updates. We provide online account capabilities, including the Midland Wealth Access app.
