A complete list of active advisors currently associated with Midwest Retirement Partners, LLC

Warmer can help you find a great advisor at Midwest Retirement Partners, LLC or one who fits your needs even better.

Midwest Retirement Partners, LLC is a small independent advisory firm that primarily serves pension and profit‑sharing plans, offering pension consulting, plan design support, participant education, and financial planning. The firm does not provide discretionary portfolio management for individual accounts and does not trade client accounts directly. MRP’s work is largely consultative: it uses quantitative analysis and long‑term investment models to develop written pension consulting plans, recommend money managers and monitor investment options and plan compliance. For implementation the firm commonly directs clients to third‑party advisers (including Betterment) and receives negotiated fee‑sharing from those providers, while verifying licensing and ongoing manager performance. What is noteworthy is the firm’s explicit focus on retirement plan clients and the operational depth of its pension services—maintaining supplemental fiduciary files, monitoring plan administrative portals, and assisting with compliance tasks such as Form 5500 and participant education, which is less common for solo independent advisers. The firm’s very small scale (one advisor, a handful of clients, and modest AUM) combined with a referral/monitoring model rather than direct trading distinguishes its service model from peers that offer direct portfolio management.

To learn more about the advisors currently working at Midwest Retirement Partners, LLC, 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.