Midwest Wealth Management was founded by Jeffry Phillips, CFP® with the goal of delivering exceptional financial guidance and personalized service in order to help you mitigate taxes, build and preserve your wealth, and leave a meaningful legacy to your loved ones or favorite charities.
While studying finance in college, Jeff realized he could combine his aptitude for working with numbers with his passion for helping people. In 1989, he became an independent financial advisor with LPL Financial, the nation's largest independent broker/dealer*. 25 years later, Midwest Wealth Management will serve you with this same passion. With the support of broker-dealer LPL Financial, we have the ability to offer you a wide array of services and solutions, like a large firm, but treat will treat you with individualized attention, like a small practice.
As an independent firm, we have no conflicts of interest or proprietary products. Instead, we only offer recommendations or solutions that we believe are appropriate for you and your unique situation and needs. Serving clients of various ages and in many different stages of life, we strive to build long-lasting relationships with you based on trust, often working with your children and grandchildren over the years.
Based in West Point, Nebraska, we can serve you both locally or across the country. Partnered with Midwest Bank, we frequently work with clients in Lincoln, Norfolk, Pierce, York, Plainview, Creighton, Deshler, Wisner, and Pilger, Nebraska.
*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.
- Not a Deposit
- Not FDIC insured
- Not insured by any federal government agency (if applicable)
- Not guaranteed by the bank
- May go down in value (if applicable)