About Our Independent Fiduciary Firm | Midtown Financial Advisors

About

Our Independent Fiduciary Firm Unlocks Your Financial Goals

At Midtown Financial Advisors, we understand that you have individual goals and dreams. We relish the challenge of getting you there. Our advisors ensure that your strategy is aligned with your goals, helping you to live the life you love.

We Are The Financial Quarterbacks That Guide You To Your Goals

As central coordinators, we will take on the responsibility of overseeing and managing all aspects of your financial life.

We provide a clearer picture of your financial situation, helping you through life’s transitions with confidence.

Get Direction With Strategic Planning

Your financial strategy will be built on a comprehensive goals-based framework. Not only will this give you direction, but it will ensure that you’re on the right track to your financial aspirations.

Midtown Financial's Guiding Principles

Our core values are at the heart of everything we do, shaping every decision we make. Our team is dedicated to these principles, offering you unwavering support throughout your financial journey.

Goals-based strategies

You have desires and dreams; we love solving the challenge of getting you there. We work closely with every client to ensure our strategies suit your goals and help you live a life you love.

Tailored suggestions

It’s our practice to meet with clients a few times before making any suggestions. We want to understand where you’re trying to go in life to ensure your plan is tailored for all that makes you unique.

Coordinated approach

Our team goes beyond the professionals at our firm. We work with attorneys and tax professionals to organize every part of your financial life so you can move forward with confidence.

Total planning process

From our first meeting through the entire process, we’ll consider your full financial picture. We don’t just invest your assets, we provide guidance and create plans to address it all.

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.

Schedule Consultation

An Experienced Team That Prioritizes Your Success

Meet our seasoned team of financial planners, committed to guiding you towards your financial goals with confidence and clarity.

Holly Herman

Administrative Assistant

317-297-1722

Holly.Herman@CeteraAdvisors.com

During Holly’s career, she has been employed by a variety of businesses and organizations. She has held numerous positions resulting in a wide-range of experience. Holly has been employed by several car dealerships, a leasing company,...

Marc Guess

Investment Adviser Representative

(317) 297-1722

marc.guess@ceteraadvisors.com

Marc has been involved in the insurance and financial services sectors since 1987. He has held various compliance and planning positions within the Personal Lines Insurance sector, Group Life and Retirement Services sector and the Life...

William Garrett

Non-Registered Representative

317-297-1722

william.garrett@ceteraadvisors.com

Billy Garrett is beginning his financial career as a Non-Registered Associate at Midtown Financial Advisors. He graduated from DePaul University with a degree in finance, where he had the opportunity to learn from some of the best....

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Who We Work With

We work with a diverse range of clients at different life-stages, providing personalized strategies that guide them closer to their financial goals.

Who We Work With

Our Approach

We adopt a team-coordinated approach that leverages the expertise of different financial experts to provide a plan that yields the best results.

Our Approach

Our Services

Getting to your money goals is key, but how you get there matters too. We want to help make your path clearer and easier to understand.

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