Midwest Financial Management, LLC

Overview

Midwest Financial Management, LLC is an independent, individual-owned RIA that serves primarily individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports no activity as a capital allocator. It does not identify as an active ESG investor, is not multi-state registered, and is not a pension consultant or related adviser. The practice appears oriented toward straightforward wealth management rather than running pooled funds or broad institutional mandates. Advisory services are concentrated on planning and portfolio construction for retail clients, and the adviser reports that client mandates are managed on a non‑discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives