Complete, concise organization of your financial life.
A truly independent Registered Investment Advisory (RIA) firm, Midland Financial Advisors provides you with a number of important benefits.
We’re not owned or under the control of any brokerage firm or institution with proprietary products and services to sell. Our complete independence enables us to provide you with objective guidance about the strategies and investments that best meet your specific needs.
Interests aligned with yours.
Our compensation is typically based upon a percentage of assets under management, so our success is directly linked to yours.
Accountability and focus.
We have a fiduciary duty to act in your best interests. Common sense tells you that this is the right way to run a company, but it sure does improve one’s peace of mind when the law reinforces it. (Please note that being registered with the SEC in no way implies the SEC has passed or approved Midland Financial Advisors, or verified Midland Financial Advisors and its services.)
Experience and qualifications.
We bring proven expertise to every client relationship, backed by industry credentials. If we don’t have the technical expertise to address a specific need, we welcome direct input from your other trusted advisors (CPA, attorney, etc.) to develop the most effective solution possible.