Wealth Management in Grand Rapids
Start planning for your future today
We are a fee-only fiduciary ready to help you meet your financial goals.
Our Services
Midwest Capital Advisors manages wealth for individuals and offers institutional retirement plan services for companies. We partner with our clients to help them make smart financial decisions and simplify their financial lives.
Wealth Management
We provide a “hands-on” approach to managing wealth for successful families and individuals.
Retirement Plans
Work with our experienced retirement plan advisors to help your company and its employees set up a better future.
We Are Your Wealth Management Partners In Grand Rapids
At Midwest Capital Advisors, we partner with our clients to understand your short-term and long-term goals. We will work with you to design, build, and implement a plan to meet those goals while managing the wealth you’ve built. Our team-based approach harnesses the collective wisdom of our advisors and your own support team.
Fiduciary Responsibility
We put our clients’ interests ahead of our own. We act with prudence to avoid or mitigate conflicts of interest. We do not sell any products, so there is no commission or compensation from the investments we use. We believe adhering to the Fiduciary Standard creates a relationship based on trust and provides the best experience and outcome for our clients.
Fee-Only Investment Firm
In a fee-only arrangement, our compensation is paid only by our clients, calculated as a percentage of assets under management. This creates a transparent relationship with no hidden fees.