Add clarity to your financial values, bring your vision into focus, and help realize your goals.
Assets Under Administration
Transparent Fee Structure
Personalized Strategies
Unbiased Recommendations
Expert Advice
Our People
*Financial data as of June 30, 2023
Financial planning encompasses more than just your assets, investments, and net worth. It involves understanding your financial aspirations, intentions, and motivations. It's about recognizing your worries, expectations, and objectives.
Midland Wealth Management can help align your financial plan with your values and goals. Imagine a dynamic financial well-being tool that allows you to:
Connect with us today to gain access to this interactive resource that empowers you to visualize and manage your financial journey effectively.
Discover the capabilities of this robust financial planning tool and explore how it can be an invaluable aid in achieving your financial aspirations. Take the first step today and schedule a consultation with one of our advisors.
Whether you’re an advanced investor or just starting out, we’re here to help.
Financial Planning ServicesRetirement Planning
Save and invest toward a successful retirement.
Tax Strategy
Shelter your income or reduce your tax bill.
Insurance Strategy
Insurance as a tool to enhance your long-term plan.
Education Saving Strategy
Save for the best future of your loved ones.
1. Understand Financial Goals
First, we’ll sit down to get an understanding of your current financial situation and your future goals.
2. Develop Financial Plan
We’ll work with you to determine if your goals are on track by identifying areas of progress and areas for improvement.
3. Tailor Recommendations
If we feel your financial plan is going to fall short of your goals, we’ll recommend new strategies—so your plan is on solid ground from the start.
4. Assist with Implementation
Changes to your plan may take time. We’ll help create a schedule for implementing your plan.
5. Monitor Review
We conduct annual reviews to ensure you're still on track and working toward your goals, and make adjustments based on life events that may change your objectives.
Get Matched with the Best Financial AdvisorsLife happens. We’ll connect you with a financial advisor that’s here to help ensure your financial plan is effective throughout all life changes – expected or not. As your trusted advisor, we serve in a fiduciary capacity and support what’s right for YOU. The fiduciary standard is the highest level of care versus the suitability standard some financial advisors follow. We place our client’s interests ahead of our own. Our recommendations are independent and impartial to keep your goals in mind.
We are your neighbors. Living, working, and contributing in the same communities. It is the very foundation of our client philosophy. We are credentialed professionals who provide clients unbiased recommendations and expert advice. We are skilled at developing investment, trust, and comprehensive wealth management strategies to serve our clients.
Accessibility and availability are key components of our client service commitment. We will be there when you need us, providing financial guidance and solutions.
A fiduciary is a person that holds an ethical relationship of trust and manages financial affairs for the benefit of the client first and foremost.
We serve in a fiduciary capacity, serving in your best interest.
We bring the resources of our entire organization to you, including:
Regular communications include the latest Market Insights, thought leadership articles, and other updates. We provide online account capabilities, including the Midland Wealth Access app.
Money Market Savings
Keep full access to your cash like a checking account while earning higher interest like a savings account.
Certificate of Deposit (CD)
Earn a higher interest rate than traditional savings accounts with guaranteed returns and low risk.
Visa® Reserve Rewards+ Card
Enjoy a credit card that gives you exceptional premium rewards on travel and more.
