Midwest Financial Group
Overview
Midwest Financial Group is a full-service, independent financial and tax planning firm headquartered in Madison, Wisconsin. They offer a comprehensive suite of services, including individual financial planning, retirement and income planning, tax planning and preparation, accounting services, Medicare and individual health plans, and small business services such as accounting, benefits administration, and Virtual CFO solutions. Their team consists of specialists in each area, aiming to streamline clients' financial lives by bringing all components under one roof. As independent planners, Midwest Financial Group's interests are aligned with those of their clients. They focus on understanding each client's unique goals, values, expectations, and risk tolerance to provide personalized recommendations. Their approach emphasizes clarity, trust, and personal guidance, helping clients make confident, values-aligned decisions. The firm has been recognized both locally and nationally for its commitment to financial planning and community involvement. Midwest Financial Group has been recognized both locally and nationally for its commitment to financial planning and community involvement. Their work has been highlighted in respected publications like Forbes, and they have been featured on local TV stations such as NBC 15 and CBS 3. The firm has also sponsored local events like the Madison Mini Marathon, showcasing their dedication to community engagement. Their team members have been recognized as Forbes Top Next-Gen Wealth Advisors and have received awards like the 2023 IB Executive of the Year. These accolades reflect their dedication to providing exceptional service and their active role in the community.
Investment Focus
- Interest in diverse asset classes including Fixed Income, Real Estate, Private Equity, and Venture Capital
- Open to various investment stages from Seed to Distressed opportunities
- Focus on investments within the United States across multiple industries
Portfolio Companies
Reach Midwest Financial Group directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Midwest Financial Group
What sectors does Midwest Financial Group invest in?
Midwest Financial Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Fishers, United States. Midwest Financial Group is listed as a other in the ConnectSafely investor database.
What stage does Midwest Financial Group invest at?
Midwest Financial Group backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 500K - 100M.
Which regions does Midwest Financial Group invest in?
Midwest Financial Group invests across United States.
Who are the partners at Midwest Financial Group?
Team members listed for Midwest Financial Group include Douglas Sweet (President and Financial Advisor) and Lauren Jehs (LPL Registered Principal).
What companies has Midwest Financial Group invested in?
Midwest Financial Group's portfolio includes AgriTech Solutions, TeleCom Networks, MediaWorks, TransLogistics, Media Group, Green Energy Co., Retail Ventures and BuildRight Construction.
How do I contact Midwest Financial Group?
Midwest Financial Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
