Greater Midwest Financial Group
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The confidence to pursue your ambitions.

Why GMFG

Your financial goals are our passion.

Need a financial advisor for your small business? Saving for retirement? Receive real, reliable financial advice from someone that cares at Greater Midwest Financial Group.

At GMFG, we put our years of experience and strong Midwestern values to work for you. Get trusted advice from a dedicated financial advisor who deeply understands your goals and is focused on your success.

Our Fiduciary Promise

Whenever you meet someone you can generally tell who they really care about. Is it the people around them, or just them? For 35 years GMFG has placed our client’s interest first. For 35 years we have worked diligently to help our clients attain their financial goals.  Over those years we have acquired the credentials and expertise, and created the service model, that will give you the confidence that you come before “us”. Our advisors have acted as a fiduciary for clients since the beginning and will continue to do so into the future.

 

Learn More

Donald Phillips, CFP®

Chairman of the Board

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James Ronn, CFP®

CEO

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Robert Phillips, CFP®

President

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Who We Work With

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Professional/ Executives

Do you have the time to make the best decisions on your executive benefits? Would it be easier to work with a team of advisors that guide through the decision matrix? With 35 years of experience in helping professionals maximize their benefit we can help.

Achieve Your Goals
Greater Midwest Financial Group

Business Owners

Instead of working for your business why not have the business work for you. Find balance with advanced planning including retirement plan design and implementation, employee benefit strategies, and succession planning.

Grow Your Business
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Retirees and Pre-Retirees

We help you prepare for retirement before you get there. We help you develop efficient after-tax income strategies. Our detailed planning before and during retirement can really have a huge impact on outcomes.

Plan Your Retirement
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Dental Professionals

We know how hard you work and how little time you really have to manage the business aspects of your practice. We can help you retain and attract qualify employees with a competitive benefit package. Because we have been working with Dental practices for over 30 years, we help you with retirement plan design as well as practice transition planning.

Grow Your Practice

News & Events

  • Is It Worth Using a Financial Advisor for Retirement?
    by Greater Midwest Financial Group on September 29, 2023 at 2:50 pm

    The path to retirement can seem very daunting and entirely overwhelming. With numerous investment options, volatile market conditions, and the constant worry about the unknown and planning sufficiently for the future, it’s easy to get lost and not know where to go next. 

  • 4 Ways a Financial Planner is Vital for Your Small Business
    by Greater Midwest Financial Group on September 11, 2023 at 2:20 pm

    Small business owners are used to doing things themselves. It’s a necessary part of ownership and often what makes their business successful to begin with. However, handling your own finances alone might not be the best option for you or your business.

  • How to Build Wealth in a Volatile Market
    by Greater Midwest Financial Group on August 29, 2023 at 7:00 pm

    Volatility is a term most investors and those looking to build wealth are familiar with, and though many see it as a risk, with unpredictable swings and uncertainties in the market, it can be a significant opportunity for those who approach it strategically. 

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MSPWM 2023 Five Star Wealth Manager
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
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BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

Greater Midwest Financial Group, LLC (“Greater Midwest”) is an SEC registered investment adviser located in St. Paul, MN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Greater Midwest’s web site on the Internet should not be construed by any consumer or prospective client as Greater Midwest’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of Greater Midwest’s current written disclosure statement as set forth on Form ADV, discussing Greater Midwest’s business operations, services, and fees is available from Greater Midwest upon written request. Greater Midwest does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

To receive the 2023 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4080 wealth managers in the Twin Cities area were considered for the award. 633 were named 2023 Five Star Wealth Managers which represents 14% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

©2023 Greater Midwest Financial Group.
All Rights Reserved.