MIDWEST HERITAGE FINANCIAL ADVISORS

Overview

Midwest Heritage Financial Advisors is an independent registered investment adviser focused on serving individual and family clients, with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm combines advisory work with broker-dealer and insurance brokerage capabilities and maintains banking affiliations, which suggests integrated wealth planning that can include insurance and deposit products alongside discretionary portfolio management. Fee arrangements are flexible—percentage of assets under management, hourly charges and fixed fees are all used—so engagement models range from ongoing AUM relationships to project-based planning. Investment activity is centered on pooled public vehicles: mutual funds and ETFs make up the bulk of the firm’s public market exposure. Their 13F filing shows a heavy ETF tilt, led by a large position in the Dimensional US Core Equity 2 ETF, indicating a preference for broad-market or systematically constructed equity exposures rather than concentrated single-stock bets. The adviser also allocates to third-party alternative managers in real estate, suggesting clients may receive access to private property holdings or commingled real estate funds in addition to liquid public funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices