Collaborative
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 MoreComprehensive
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 MoreCharitable
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 SoonInstitutional 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.
Helpful Content
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Rightsizing for Retirement
What does your home really cost?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.