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 firm dedicated to serving all your individual and small business needs.

When you work with us, you get expert financial advice provided by friendly, approachable people who are focused on you. We help you find solutions that are aligned to your values―your hopes, dreams, goals, and all of the things that make you unique.

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

What We Do

How Can We Help You Today?

 

Find out more about our full suite of services and schedule a free consultation today.

 

- Individual Financial & Investment Planning

- Individual Retirement and Income Planning

- Individual and Business Tax Preparation and Accounting

- Medicare and Individual Health Plans

- Corporate Group Employee Benefits

- S.P.A.R.K. Society

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Your Financial World, all in one place… See the new and improved Investor360!

 

How can we help?

Find out how we can help you reach your financial freedom.

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Blogs

Madison, WI (August 3, 2022) Midwest Financial Group, a provider of financial services in Madison, WI announced that Matthew Cuplin has been named to Forbes’ list of Best in State Top Next-Gen Wealth Advisors for 2022. The list is published on https://www.forbes.com/best-in-state-next-gen-advisors. According to Forbes, a leading financial publication, the ranking reflects 1000 advisors honored were all born in 1983 or later and are excelling in this graying industry. List makers are determined based on...

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