A complete list of active advisors currently associated with Midwest Investment and Retirement Management, Inc.

Warmer can help you find a great advisor at Midwest Investment and Retirement Management, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management for individual and trust clients, including high‑net‑worth households, investing in publicly traded securities such as stocks, bonds, CDs, mutual funds, and ETFs. It manages client assets through percentage‑of‑assets fees and also offers limited advice on retirement accounts held elsewhere without directly managing those accounts. The firm's investment approach emphasizes long‑term, diversified allocations across stocks and bonds with a tendency to focus on U.S. companies, and portfolios are tailored to each client’s risk tolerance and goals. Advisors work with clients to develop personal “life plans” and provide tools, educational materials, and occasional seminars to help clients create and update their own financial and retirement plans rather than selling standardized plans. Distinctive operational features include family ownership and close internal oversight, and the firm has had regulatory interactions that it discloses, including a consent agreement related to a missed regulator survey and inquiries about its use of standing letters of authorization and direct fee deductions. The firm operates as fee‑only, does not accept commissions, regularly uses custodian authorizations for fee billing and transfers, and states it has remediated those regulatory matters and expanded its disclosures and compliance practices.

To learn more about the advisors currently working at Midwest Investment and Retirement Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.