Midwest Wealth Management Inc.

Financial ServicesIndiana, United States2-10 Employees

Midwest Wealth Management Inc. is a registered investment advisor in the financial services industry that provides investment advisory and related services to clients nationally. The firm is based in Indianapolis, Indiana, and operates with a small team. It emphasizes individualized guidance and seeks to avoid generic, one-size-fits-all approaches and high costs often associated with larger firms.

Its target market includes busy professionals seeking tailored wealth guidance, rather than products constrained by quotas or generic sales processes. In 2022, Midwest Wealth Management became part of a merger in which Larson Financial acquired the firm, with the acquisition taking effect on April 1, 2022.

Sign up for free to view info

Email Format Employee directory