01. About Us
Our financial advisors are real experts who provide real advice, share your work ethic and make a true financial difference in your life. We have been putting clients’ interests first since day one.
02. Our Philosophy
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.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Honored to be recognized in Forbes
Our team is committed to helping our clients achieve their financial goals. We’re honored that Forbes has recognized this dedication by including Jim and Bobby in the 2026 Best-in-State Wealth Advisors list. A big thank you to our team and loyal clients for making this recognition possible.
Our Team
Our Services
Benefit Planning
Your annual enrollment booklet contains a lot of benefit options. When you need guidance to choose the most valuable benefits for yourself or your employees, turn to Greater Midwest Financial Group.
Business Owner Services
Ready for your small business to grow and prosper? At Greater Midwest Financial Group, we’ve helped a wide range of small business owners pursue their dreams. Your financial success begins with us getting to know your business from the inside out.
Educational Planning
Your kids deserve a valuable college education. But with the costs of college rising each year, funding their education out-of-pocket might seem completely out of reach. Not with Greater Midwest Financial Group on your side.
We deliver holistic, insightful and experienced advice to help you align your life and financial goals.
Blogs
A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions. And somewhere in the back of your mind, a question starts to form: What does this mean — for the economy, for markets, for my financial plan? It's a fair question. And the short answer may surprise you. But before we get there, something needs to be said. Events like these ripple through people's lives first...
Tariffs were struck down, reinstated under a different authority, then increased again. It felt abrupt. It felt messy.
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...
