Midwest Financial Group Email Format

Financial ServicesWisconsin, United States11-50 Employees

Midwest Financial Group is an independent, full-service financial and tax planning firm serving individuals and small businesses. It emphasizes clarity, trust, and personalized guidance to help clients make values-aligned decisions, with recommendations informed by their goals, values, expectations, and risk tolerance. With specialists in financial planning, investments, retirement, tax planning, accounting, Medicare and health insurance, and small-business services such as benefits administration and business tax planning, the firm coordinates these areas to streamline clients' financial lives. The firm is based in Madison, Wisconsin, and operates as a mid-sized practice within the financial services industry. Advisory services are offered through Commonwealth Financial Network, a registered investment adviser, while tax preparation is provided by Midwest Financial Group, Inc.; fixed insurance products and services are separate from Commonwealth. In September 2023, Midwest Financial Group was acquired by Modern Wealth Management.

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