Create The Financial
Future you desire

Take the first step towards a better planned financial future.  We will help you on your journey.

In The Media

Our approach

Custom Planning

We believe every client deserves personalized financial solutions. Regardless of where you are on your financial journey, we will spend the time with you to learn about your specific situation and goals, and build a custom plan specific to your needs.

Tailor-made Solutions

Improved
Results

When building a financial plan, it makes a world of difference to have a team of professionals by your side. From estate planning to tax advisory, we’ve got you covered. Learn about our services and find out how we can help you. 

Mark Falter

President

With over 30 years of experience

Meet our team

Led by Mark Falter, the founder and President of Mid-American Wealth, we’re passionate about helping people in pursuit of financial excellence.  With a team of experienced professionals specializing in wealth management, tax planning and life insurance, we are well-equipped to help you get there. 

Our approach

Helping You Every Step Of The Way

We will work with you to identify your goals, and find a strategy specific to your needs. 

01

Identify Lifetime Objectives

We will learn about you and identify your financial goals

02

Build Custom Portfolio

We will build a custom plan designed specifically for you

03

Review Regularly

We will meet regularly to stay on top of everything

Want to learn?

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Request a consultation today

Take the first step towards a better planned financial future

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