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Financial peace of mind is a conversation away. Let’s connect and take your financial plans to the next level.

Let's Connect

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Assets Under Administration

$4.04 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 March 31, 2022

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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.

888-637-2120   Schedule Appointment

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Retirement 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.


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 to meet 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 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.

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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 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.

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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Want to learn more about Wealth Management?

Financial Calculators   Wealth Management FAQs


Let's Connect.