Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. As a fiduciary, MFG is required to act completely in the interests of the client, and disclose how the advisor is compensated, along with any corresponding conflicts of interest. MFG provides unbiased, goal-driven financial services for individuals, families, and businesses to build their future with confidence.
While monetary value can be quantified in the marketplace, the things that you value are less tangible, and are unique to you. Whether that’s freedom from past debt, the opportunity to build your own business, or create a financial legacy for your family, these are the things that matter the most. That’s why our financial planning process begins with understanding your life, your priorities, and your goals.
Some things that Midwestern Financial Group values:
Transparency, partnership and trust
The hard work that has gone into building your business, and ours
Family, friends, and our community
The privilege of being part of our client’s lives
While we can’t predict the future or ensure that life will always go according to plan, what we can ensure is that we’ll be working alongside of you to navigate or celebrate whatever comes your way.
FOUNDER & MANAGING PARTNER
Joseph Jay, CFA
Joseph fell in love with investing in college when he discovered the thrill of researching stocks and watching their performance in the market. Intrigued by the art of value creation and the challenge of building something greater, he realized that wealth management combined his interest in investing with his dedication to helping others.
After graduating from the University of Iowa, Joseph began work in the financial sector at an Iowa-based investment firm. He passed all three levels of the CFA Program on his first attempt and was awarded his charter in 2015.
Joseph, his wife Casey, and daughter Annabelle, live in Iowa City with their favorite four-legged family member, Brittany.
FOUNDER & MANAGING PARTNER
Growing up, Patrick watched his father, a physician, build a medical practice focused on delivering the best patient outcomes while building a culture that was disciplined, fun, and rewarding. It’s also where he first witnessed the power of a meaningful advisor relationship for business owners and professionals. With a similar passion for helping people and an interest in financial analysis, Patrick discovered his talent in wealth management.
After graduating from the University of Iowa, Patrick began his finance career with an Iowa-based investment company as a financial analyst, and later as an advisor, before founding MFG.
Patrick and his wife, Ashley, live in Iowa City with their children Emery and Archer, where you’ll find them playing with the dog or exploring the local parks.
Trajan Wells found his way to MFG when looking for an opportunity to develop his career with a financial team held to a fiduciary standard of care. While working with Pat and Joe, he’s enjoyed the opportunity to learn the complexities of working with individuals and their unique goals. Trajan is a University of Iowa Tippie College of Business student studying finance, and enjoys spending his free time reading, running, and watching Premier League soccer.