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You Deserve <br/>Financial Excellence<br/>

You Deserve
Financial Excellence

Wherever you want to go, we're ready to help at every step of the journey.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Welcome to Midwest Bank Wealth Management!

Midwest Bank Wealth Management is a financial services team dedicated to helping our clients make intelligent decisions regarding their financial future. Our team provides a high level of personalized, one-on-one financial planning and employee benefits service to our clients: individuals, businesses, and nonprofit organizations. We provide education, service, and guidance that is unbiased, fair, and ethical. It is our commitment to provide planning, advice, tools, and service to our clients in a timely, professional, and courteous manner.

Meet Our Team

How We Help

Through Midwest Bank Wealth Management's strategic alliances, we have access to cutting-edge technology, research, and support that is delivered by our knowledgeable and dedicated staff who take the time to get to know you and your needs.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun. We can help you plan for all of that and more.

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help you work with the appropriate professionals to create the right estate plan for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Schedule an Appointment

What Sets Us Apart

We want to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation, and we hope you see the value of working with skilled professionals to pursue your financial goals.

See What Our Clients Have to Say

"Excellent advisors - knowledgeable - helpful - very courteous and friendly - I trust them!!"

Suzanne L.,
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"We are delighted with the service at Midwest Bank Wealth Mgt. Always available; prompt to answer questions, and while our portfolio with them soared up until this recent tempest, they have all been kind, considerate, patient and adept at managing our investments as best possible in these times! We are delighted to work with Adam, Eric, and Jodi. We have sent a referral to them already, and would do so again if the occasion arises. Give them all 4 stars, and tell them how we appreciate their expertise on our behalf."

Leo R.,
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

"My financial portfolio has improved since moving my accounts to Adam & Co. It was in shambles and now is more vibrant. I appreciate their openness and great communication at all times."

Mary R.,
Current Client. This reviewer received no compensation for this review. There are no material conflicts of interest.

Important Additional Testimonial Information

These testimonials may not be representative of the experience of other customers.
These testimonials are no guarantee of future performance or success.
No compensation has been paid for the testimonials that appear here.

Call Us

(309) 457-6272

Address

200 East Broadway

Monmouth, IL 61462

You Deserve Financial Excellence