A complete list of active advisors currently associated with Midwest Professional Planners, Ltd.

Warmer can help you find a great advisor at Midwest Professional Planners, Ltd. or one who fits your needs even better.

Midwest Professional Planners (MPPL Financial) provides financial planning and discretionary investment management to individuals, families, businesses, trusts, retirement plans, and other entities. Its service offering includes limited‑scope and comprehensive financial planning, retirement coaching modules developed with Metamorphosis CCT, business and divorce planning analysis, ERISA and qualified‑plan consulting, and ongoing asset management. The firm typically implements model portfolios and employs quantitative methods and optimization alongside individual securities, low‑cost ETFs, fixed income, and third‑party managers; it also offers customized strategies such as options, direct indexing, and tax‑loss harvesting when appropriate. MPPL may use sub‑advisers (including a formal sub‑advisory agreement with Betterment and its proprietary Strategic Asset Strategy), performs periodic reviews and rebalancing, and can provide consolidated performance reporting upon request. MPPL’s disclosures highlight several features that distinguish it from many peers: some advisory personnel are registered representatives of APW Capital, which permits selling commission‑based products and creates additional oversight and conflict‑of‑interest considerations, and the firm operates an affiliated insurance business that offers insurance products. The firm also participates on the Betterment platform (including recommending wrap‑fee programs), maintains an ownership interest in a donor‑advised fund (DAF Gives Charitable), and provides participant education and retirement coaching — arrangements the brochure identifies as creating potential conflicts that clients should consider.

To learn more about the advisors currently working at Midwest Professional Planners, Ltd., 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.