Values-Based Financial Specialists
Midwest Financial Group, headquartered in Madison, Wisconsin Area was established in 1992 and currently has four locations. The Group believes that each client has a unique set of financial objectives which require customized financial planning. Therefore, they endeavor to assist clients with finding their own financial life balance through innovative financial plans designed to balance each client’s current needs and future objectives.
A one-stop shop, their offerings include multifarious services such as help with individual financial planning, investments, retirement planning, tax preparation, accounting services, Medicare health plans, corporate group employee benefits―or even small business services such as accounting, payroll, and benefits administration. The expert staff at Midwest Financial Group believes that the most effective advisor/client relationship results when there is transparency and trust and try to provide an exceptional level of personal service and attention to their clients.
Midwest Financial Group has assembled a team of professionals across all areas: Tax, Investment, Insurance, Estate. “Our clients like that they can go to one place and get these complimentary services in a coordinated way, by a team that they can trust, who communicate and work together for the client’s best interest… We’ll continue to try to lead the way with not only the make-up of our team, and the solutions we can offer, but also the approach to wholistic financial planning that we take for our clients!” explains Matt.
Born and raised in Freeport, IL, Matt is a graduate of Western Illinois University’s School of Business and earned a Bachelor’s degree in Marketing and a Master’s in Sports Business. He obtained his CFP® certification in 2015.
“My passion to work with individuals and families is deeply rooted in my own life experiences. I lost my mother to a decade-long cancer battle in the Spring of 2008 when she was only 52 years old.” Matt then realized the importance of planning for the future and protecting loved ones. Around the same time, he began his journey into Financial Services, especially Financial Planning. “Today, that loss serves as a source of motivation for me as I work with others.”
Matt is the second-generation owner of Midwest Financial Group. His mentor, Mark Miehe, started by selling insurance out of the trunk of his car to farmers in need. Matt moved to Madison, WI to begin working for Mark in 2008. “In the years since taking over at the helm of the firm we have expanded our team and now provide services to individuals and businesses. We have professionals that can assist with investments, tax related concerns, accounting and outsourced CFO work, insurance, Medicare, employee benefits, 401ks, estate planning topics, and much more,” he shares.
Matt attributes his success to the strong foundations cemented by his family, and his adage of ‘doing one thing every day’ to keep moving forward in life and career. “I was convinced that if I did one thing every day to try and become successful, that would add up, and snowball over time. One became two, and two became five, and before I knew it the idea of intentional actions on personal and professional growth was as ingrained in me as breathing,” he states.