Midtown Financial Advisors consists of 5 managing partners, 9 advisors, and 3 specialists. The culture of our firm is one of teamwork and collaboration. Our firm has a vast array of experience in our industry and we are constantly leveraging that experience for the benefit of our clients and our community.Learn More
Our firm has years of collective experience in almost every area of wealth management. We take pride in our ability to incorporate all aspects of wealth management into our relationship with our clients. Regardless of your area of greatest need or concern, we have individuals with the knowledge and experience to solve the issue and bring peace of mind.Learn More
Our firm is committed to not only making an impact in the areas of wealth management, but also to making a positive impact in and around our community. We believe that finances are a significant part, but not the most critical part of our lives. We want to empower people to leave a legacy that extends beyond their finances, and we believe helping people engage with others in our community is a key component to that end.Coming Soon
Institutional Abilities with a Personal Feel
At Midtown Financial Advisors, we understand that individuals face unique challenges as they consider various aspects of financial planning and investment management. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to prepare for retirement, save for college, develop an estate strategy, or preserve wealth, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our managing partners have over 120 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Do your insurance needs stay the same when the nest empties?
How long does a $20 bill last?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Good employee health can be great for the company’s bottom line.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.