Midwest Capital Advisors LLC

About Midwest Capital Advisors LLC

<p>Fee-only and SEC-registered, Midwest Capital Advisors LLC works out of Grand Rapids in West Michigan, with a focus on employer retirement plans and private wealth management. The firm opened in 2003 and has a nine-person team, including CERTIFIED FINANCIAL PLANNER™ professionals.</p> <p>Midwest Capital Advisors supports company-sponsored retirement plans across the Grand Rapids metro and surrounding West Michigan. The firm works with 59 clients and reports $0.8B in AUM (2026). Plan sponsors use the team for hands-on help with plan design, day-to-day compliance support, and participant guidance.</p> <p>On the retirement plan side, the firm acts as a 3(21) fiduciary advisor, providing investment advice while the plan sponsor keeps final decision-making authority. A practical differentiator is the combination of fee-only planning and retirement plan consulting under one roof, which can help align the plan’s investment guidance with participant education.</p> <ul> <li>3(21) fiduciary investment advice for employer plans</li> <li>Plan design support for new and existing retirement plans</li> <li>Participant advice and education</li> <li>Compliance support for plan sponsors</li> <li>Wealth management for individuals and families</li> </ul>

Website: https://midwestcap.com/

Founded: 2003

Employees: 9