A Financial Advisor in Springboro Who Starts by Listening

If you are looking for a financial advisor in Springboro, you do not need a pitch. You need someone who will sit down, hear what is going on, and help you put a plan together.

Midwestern Wealth Management is an independent wealth management firm in Springboro’s historic district. Will Bach, CFP® and Enrolled Agent, is our CEO and a financial advisor here. We work with people on planning, investments, and taxes. Advisors who want an RIA home use a separate door.

How we work with people

We start with a conversation, not a product. You can read more about our firm and how we think about this work. From there, we build out financial planning that reflects your actual life, and handle the investment management side so the plan has something behind it. Because Will is an Enrolled Agent, taxes are part of the same conversation instead of a separate errand. When you are ready, connect with us.

What we help with

We help with financial planning, investment management, insurance, tax preparation, and tax planning through Riverview Accounting and Advisory, brought to you by Midwestern Wealth Management.

Investing involves risk. You may incur a profit or a loss.

Who we serve

Individuals and families work with us as private clients. Financial advisors looking for an independent RIA home should start with our page for financial advisors and read about our firm.

About Will

Will Bach is CEO and a financial advisor at Midwestern Wealth Management, and CEO of Invest Capital Partners. He earned his CFP® in 2012, holds a Certificate in Financial Planning from Boston University and an MBA from Indiana Wesleyan University, and is an Enrolled Agent. Before this work he was a police officer with the Beech Grove Police Department near Indianapolis. The independent advisory firm was established in 2017.

Around town I have coached youth sports in Springboro and served on the SICSA board. I currently serve as treasurer of the Agape for Youth board, a Dayton-area foster care and adoption agency. There is more on our community involvement page, and on the historic home office we work out of.

The office

Our building went up in 1919 as Springboro’s first gasoline station, and later served as a school bus garage.

Midwestern Wealth Management
550 S. Main St.
Springboro, OH 45066
(937) 557-3200
will.bach@mwm.financial

Other cities we serve are listed on our locations page.

Let’s talk

Call (937) 557-3200, email will.bach@mwm.financial, or use the form on our connect with us page. You can also read our insights to get a feel for how we think.