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The Beginning of Freedom

"Every business is a monarchy with, not a man, but an idea as king." - Henry Ford

Built By Advisors For Advisors

Our locally owned Registered Investment Advisory firm was created with the needs of the advisor in mind. The founders of our firm have all worked with wirehouse and regional firms prior to making the decision to form Midwestern Wealth Management. MWM was founded with the focus of offering an exceptional advisor experience blending the resources of larger custodial firms with the flexibility offered by independence. We utilize our experience in navigating the challenges of successfully growing a practice to guide our focus on simplifying the operational and regulatory burdens of being an advisor in the modern age.

Take Back Your Identity

Has your firm crushed the entrepreneurial drive you once had? Are you ready to resurrect it and revitalize the growth of your business? Then it is time to join us in independence. Essential issues you should consider:

  • Ownership of your client base
  • Keeping the majority of your compensation
  • Growing your brand
  • Implementing technology solutions to help you grow

Custodial Solutions That Work

Choosing a custodian for your client accounts is one of the most important decisions you will make when choosing a new firm.  We recognize this and have partnered with two of the largest RIA custodians, Raymond James and Charles Schwab. Custodial factors we believe are crucial to success are:

  • First-class advisor facing technology 
  • Intuitive and straightforward client facing technology
  • Cost effective platforms
  • Extensive investment product offering
  • Ability to partner with third party technology vendors