A Passion for Helping Families Build and Preserve Their Wealth
Midwest Wealth Management was founded by Jeffry Phillips, CFP® with the goal of delivering exceptional financial guidance and personalized service in order to help clients mitigate taxes, build and preserve their wealth, and leave a meaningful legacy to their loved ones or meaningful charities.
While studying finance in college, Jeff realized he could combine his aptitude for working with numbers with his passion for helping people. In 1989, he became an independent financial advisor with LPL Financial, the nation's largest independent broker/dealer*. 25 years later, Midwest Wealth Management serves clients with this same passion. With the support of broker-dealer LPL Financial, we have the ability to offer a wide array of services and solutions, like a large firm, but treat our clients with individualized attention, like a small practice.
As an independent firm, we have no conflicts of interest or proprietary products. Instead, we only offer recommendations or solutions that we believe are appropriate for the client and their unique situation and needs. Serving clients of various ages and in many different stages of life, we strive to build long-lasting relationships with them based on trust, often working with their children and grandchildren over the years.
Based in West Point, Nebraska, we serve clients both locally and across the country. Partnered with Midwest Bank, we frequently work with clients in Lincoln, Norfolk, Pierce, York, Plainview, Creighton, Deshler, Wisner, and Pilger, Nebraska.
*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.