Midwest Financial Group

Midwest Financial Advisors is an independent organization. As such we employ Sage Point Financial as our broker dealer and Pershing as our clearing house. Through this relationship we are able to provide a universal mix of investment vehicles with no proprietary pressure.

This relationship allows us to remain client centric by focusing on the entire relationship and managing the clients own goals. This is accomplished by utilizing a variety of efficient resources and appropriate investments.

As a small firm we are capable of providing a long term commitment with the highest quality of service to our clients. With Midwest Financial Advisors you get an organization dedicated to doing what is best for you by making sure you are treated with the utmost importance.

Because we wouldn’t define your financial future any other way.

Contact a specific advisor from the list below or simply contact our general office.

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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck. *Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA / SIPC  and registered investment advisor. All other services including health and traditional insurance services are offrred thrugh Midwest Financial Advisors, not affiliated with SagePoint Financial or registered as a broker dealer or investment advisor. This communication is strictly intended for individuals residing in the states of AZ,MI,CT,KY and FL. No offers may be made or accepted from any resident outside the specific states referenced.
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.