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Home   /   Why GMFG

  • Why GMFG
  • Our Process
  • FAQs

Why GMFG

Ready to pursue your financial independence?

Greater Midwest Financial Group is a team of deeply committed professionals that deliver straightforward, comprehensive guidance while delivering an exceptional standard of care to individuals, families, and business owners in the Twin Cities and the Greater Midwest.  Our mission is to provide holistic and straightforward financial advice and be an essential partner to you by leveraging our experience, expertise, and passion for service to help you develop the confidence to pursue your ambitions.  When you work with one of our experienced financial advisors, you’ll see the difference our hands-on approach makes to your finances.

Our commitment to this mission is defined by three core principles:

1. Personalized Approach

  • In-depth discovery and active listening helps us understand what matters most to you
  • A tailored plan and strategy is developed that illustrates where you stand today while providing a path to your goals
  • Clear recommendations are communicated in a way that simplifies the complex, spells out options, and eases decision-making

RESULT: You receive the personalized advice to provide you the confidence to pursue your ambitions

2. Thoughtful Guidance

  • A team approach that allows for innovation and meaningful perspectives for any stage of life
  • A sophisticated yet understandable investment process that is risk-managed, efficient, and tied to your stated objectives
  • Ability to focus comprehensively in all areas of planning by leveraging resources and specialized expertise, which allows for full integration

RESULT: You have comfort in knowing there is a team acting as an advocate for your financial well-being

3. Lasting Relationships

  • A commitment to exceeding your expectations around accessibility, responsiveness, and follow-through
  • Ongoing communication keeps you informed of your progress and allows us to anticipate and educate on forward-looking issues
  • Taking an interest in your life and aligning our values with yours creates clarity, trust, and loyalty

RESULT: You experience the peace of mind that comes with a long-term, meaningful working relationship

View our process or contact us today for a complimentary initial consultation to learn more about how we can help you develop the confidence to pursue your ambitions.

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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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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

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.

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