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Midwest Financial Associates, Inc.

EST. AUM
$123,922,245

CONTACTS

CLIENT ACCOUNTS
632

Firm Details

Metro area Chicago
CRD Number 158573
Website n
Client types

Overview

Midwest Financial Associates, Inc. is an independent registered investment adviser based in Rockford, Illinois. Founded in 2011, the firm specializes in providing personalized financial planning, portfolio management, and retirement consulting services to individual investors and high-net-worth families. Utilizing a fiduciary approach, the firm's advisory team—including key professionals such as Benjamin W. Murray and Timothy F. Knauf—develops customized investment strategies designed to meet each client's specific risk tolerance, liquidity needs, and long-term financial objectives.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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