Midtown Financial Advisors

Our Mission

At Midtown Financial Advisors, LLC, we believe in empowering individuals to achieve financial clarity and security. With personalized guidance and comprehensive planning, we partner with you to navigate life's financial journey and pursue your goals. Our experienced team takes pride in offering a seamless and collaborative experience, ensuring every step of the way is transparent and understandable.

Who We Are

Our team comprises seasoned professionals with over 120 years of combined experience in wealth management, financial planning, and investment management. We are committed to providing personalized solutions tailored to your unique needs and aspirations. Our collaborative approach emphasizes open communication and shared decision making, ensuring your voice and concerns are heard at every stage.

Our Values

Our core values guide our actions and decisions:

• Integrity: Upholding ethical standards and transparency in all our dealings.
• Transparency: Sharing clear and concise information to empower clients.
• Collaboration: Working together to achieve successful outcomes.
• Client-centeredness: Putting your needs and goals at the heart of our process.
• Sustainability: Building relationships for the long term, fostering trust and loyalty.

Our Services

We offer a comprehensive range of services to address various aspects of wealth management, including:

Financial Planning & Investment Management

• Comprehensive financial planning, including retirement planning, estate planning, and wealth preservation strategies.
• Investment management tailored to your risk tolerance and financial goals.
• Regular review and adjustment of your plan to ensure it remains aligned with your changing life circumstances.

Retirement Planning

• Maximizing retirement plans such as 401(k)s and IRAs.
• Setting achievable retirement goals and estimating future costs.
• Strategies for making informed withdrawal decisions in retirement.

Estate & Wealth Preservation

• Creating a tailored estate plan, including wills, trusts, and power of attorney.
• Identifying and protecting assets from potential risks.
• Guidance on philanthropy and legacy planning.

Corporate Benefits & Consulting

• Assistance with employee benefit plans, including retirement plans and healthcare programs.
• Consulting services on wealth management strategies for corporations and their executives.

Our team can assist with various other financial concerns, including tax planning, credit management, and insurance review.