Wealth Planning Services | Midwest Financial Group WI

Why Midwest Financial Group?

Because we do MORE for you.

Choosing a financial services partner isn’t easy. That’s why we started Midwest Financial Group―a full-service, independent financial & tax planning firm headquartered in Madison, WI, and tailored to serve all your individual and small business needs.

Whatever your specific circumstances, we’ll help you find the best route to your destination - and help ensure that you enjoy the journey.

When you work with us, you get experienced guides to keep you on course. As independent planners, our interests are aligned with yours. We help you find solutions that are aligned to your values―your hopes, dreams, goals, and all of the things that make you unique.

As independent planners, our interests are aligned with yours. We respect your wishes and opinions, and your goals, expectations, and risk tolerance drive every recommendation we make.

Our focus is solely on helping to ensure your financial & tax plans align with your objectives, delivering exceptional personal service every step of the way.

And we do it all. Whether you are looking for help with individual financial planning, investments, retirement planning, tax planning, accounting services, a Medicare or individual health plan―or even small business services such as accounting, benefits administration, as well as Virtual CFO Solutions ―we have specialists in each area who are eager to help save you the time, energy, hassle, and expense of managing these components separately.