Midwest Financial Partners

Midwest Financial Partners, established in 2014, offers a range of investment advisory services to individuals and various client types. Services include Comprehensive Portfolio Management, tailored to meet financial goals through asset management and financial planning, and Retirement Plan Consulting for employer-sponsored retirement plans. The firm, wholly owned by Thomas D. St. Hilaire, manages over $1.2 billion in assets. Fees for Comprehensive Portfolio Management range from 0.71% to 1.26% based on assets under management, billed quarterly. Retirement Plan Consulting fees do not exceed 1.00% of plan assets. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing client interests. Investment strategies include long-term and short-term purchases, and trading. Midwest Financial Partners uses Pershing and Fidelity for brokerage services, with research services provided under Section 28(e) of the Securities Exchange Act of 1934. The firm does not accept soft dollars and does not provide client referral fees. Clients have the option to grant investment discretion, and the firm does not vote client securities. There are no material changes since the last annual update, and no disciplinary events have occurred.