Midwestern Financial Group

Midwestern Financial Group is a financial planner in Iowa City, IA. As a registered investment advisory firm, it operates with a fiduciary duty to clients, ensuring that advice is given without commissions or product sales. The firm serves business owners, established professionals, and early investors by offering services such as financial planning, retirement planning, college savings plans, tax planning, business planning, investment management, estate planning, wealth management, and charitable giving. It holds a rating of 4.70 based on 12 reviews.

The firm was built on the belief that financial advice should focus solely on the client's goals. It functions as a fee-only advisory firm, meaning no advice is clouded by commissions or the selling of products. Midwestern Financial Group commits to placing the best interests of the client above all else. For business owners, it provides expert planning, management, and consultation services, addressing issues such as debt targets, operating margins, new location builds, and business valuation for internal analysis or sale. For established professionals in their 30s, 40s, or 50s, it offers strategic wealth management and future investment guidance to fund retirement, college, or personal dreams. It also assists early investors who have saved money but have not yet created a financial plan, helping those who feel intimidated by the planning process or who wonder if they earn enough to invest. The firm’s process involves introducing the client, discussing their specific goals, and crafting a plan that reflects their personal situation, risk tolerance, and future expectations.

The office is located at 103 E College St #210. It sits on East College Street, a short distance from South Clinton Street and East Burlington Street. The location is near the Weatherdance Fountain and the Iowa City Pedestrian Mall, both about a tenth of a mile away. The University Capitol Center is also within a tenth of a mile, and UI QuickCare is located nearby.

Midwestern Financial Group is known for a solid reputation among the customers it has served. Its fee-only structure and fiduciary duty distinguish it in the local market by prioritizing client interests over product sales.

As a fiduciary advisor in Iowa City, Midwestern Financial Group provides customized financial strategies for business owners and professionals seeking to secure their financial future.