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Holistic Financial Planning & Stability for the Future

At Midway Wealth Partners, we help our clients pursue their goals through comprehensive financial planning and long-term relationships.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Proactive Communication

    We meet with our clients regularly and are always just a phone call or email away.

  • Long-Term Financial Planning

    We are planners first and approach your finances from a goal-based perspective instead of a product-based perspective.

  • Retirement Income Strategies

    Planning for retirement is a critical milestone and we’re here to guide you before, during, and after you retire.

  • Risk Management Strategies

    Protecting yourself and your family is an integral part of your financial plan. We plan for the unexpected so you don’t have to.

Meet Our Team

Put our combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

At Midway Wealth Partners, we offer a high level of personalized service, independent recommendations, flexible investment strategies, and a listening ear. We serve as our clients’ financial quarterback and help you coordinate all aspects of your plan. From saving for retirement to having the right insurance and estate plans, we have you covered.

Connect With Us
<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>Fallen Tree Damage&#8212;Who Pays?</p>

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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