Financial Advisors
Fitchburg, WI
Midwest Financial Group is a full-service, independent financial and tax planning firm headquartered in Madison, WI, serving clients throughout Wisconsin. They offer comprehensive services including individual financial planning, retirement and income planning, tax preparation and accounting, investment management, business tax advisory, corporate group employee benefits, Medicare and health plan services, and Virtual CFO solutions for small businesses. As independent fiduciary advisors, their focus is on aligning recommendations with clients' values, goals, and risk tolerance rather than earning commissions.
Ideal for: Small business owners, individuals nearing or in retirement, high-net-worth families seeking integrated tax and wealth planning, executives managing corporate employee benefits
Service area: Fitchburg, Madison, and surrounding Dane County, Wisconsin
Independent Fiduciary Advisor: Operates as an independent firm with no commissions, ensuring recommendations are aligned solely with client interests rather than product sales.
Full-Service Integrated Approach: Combines financial planning, tax preparation, accounting, employee benefits, and healthcare services under one firm, eliminating the need to work with multiple providers.
Forbes-Recognized Leadership: President Matt Cuplin recognized as Forbes Best Next-Generation Wealth Advisor (2019, 2021) and CFP® certificant with demonstrated expertise in holistic financial planning.
Address: 2924 Marketplace Dr #200, Fitchburg, WI 53719
Phone: (608) 807-4775
Website: mfgteam.com
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