Partners in developing your financial future

Personalized financial advice for comprehensive retirement planning and wealth management.

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Who we are

Midwest Financial Advisors Group (MFA) has been serving the financial planning needs of families for over 30 years. Founded as Michigan Financial Advisors Corporation, we changed our name in 2018 to better reflect our growing client base. Although our name has changed, our team remains dedicated to a culture based on integrity, open communication, and the commitment to helping our clients achieve financial independence.

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How we Help

Through personal customized service, we are your partner for any financial decision.

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What makes Midwest Financial different?

Our Mission

our mission

We help clients achieve financial independence, maintain it throughout retirement, and create a family legacy.

our process

We provide highly-personalized service to our clients through comprehensive retirement planning and wealth management services.

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Our Core Values

integrity
& trust
growth &
learning
commitment to team
superior
performance
client-focused
solutions

latest news

Year-end tax-planning tips for 2021

You may be able to do several things that could potentially help reduce your taxable income, maximize your charitable deductions, and reduce exposure to future taxes.

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Social Security cost-of-living adjustment will be 5.9% in 2022, biggest annual hike in 40 years

More than 64 million Social Security beneficiaries will see the boosts in their monthly checks starting in January.

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How can I make my retirement savings last?

Withdraw only 4% to 5% from savings yearly, with adjustments for inflation.

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office locations

general inquiries:

Mon-Fri 9AM-5PM (EDT)

jgerling@mfacorp.com

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Additional advisory services also offered through Michigan Financial Advisors, a registered investment advisor independent of FSC Securities Corporation.

These links are provided as a convenience and for informational purposes only. The links are not part of FSC Securities Corporation,, Inc web site, and the link to outside websites does not mean that FSC Securities Corporation endorses or accepts any responsibility for the content, or the use, of the web site. FSC Securities Corporation, does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, MA, ME, MI, MN, NC, NJ, NY, OH, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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Heather O’Neill

Heather O’Neill

CFP®, ChFC®, President, Owner & Founder

Heather is President and Founder of Midwest Financial Advisors Group, a full service financial planning and investment advisory firm. Heather has specialized in retirement planning for over 27 years and focuses on building trust and confidence in her client relationships while providing personalized service based on each client’s needs. In addition to managing the direction of the firm, she is an integral part of all investment research and oversees the customized planning solutions for each client. Heather holds Series 7, 24, 63, and 53 registrations, a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a Certified Financial Planner™ professional (CFP®) since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on both the Investment Advisory Council and National Education Task Force for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women's Advisory Board, which began in 2013. This 3-year commitment focused on serving women in mentorship, leadership, community outreach & development. Heather also served on the FSC Securities Corporation Board of Advisors in 2016.