Our Story: A Fiduciary since 1990

We’re exclusively focused on helping clients make the best possible decisions to secure lifestyle needs and achieve a lifetime of goals.

In the Business of Helping People

Since 1990, MPPL Financial (Midwest Professional Planners, Ltd.) has been objectively advising an array of successful clients seeking independent advice for a complex world. Although we’re based in the Midwest, we work with client across the entire country and around the world.

Our Values Are Driven by Putting You First

Our success is founded on an unshakable set of values. As an independent registered investment advisor, MPPL Financial operates with a fiduciary standard of care that puts clients’ interests first. This means minimizing any conflicts in the recommendations and investment decisions we make. Further, we marry our fiduciary responsibility with our firm’s core values.

Serving clients as a team

We know we’re stronger together. Our unique advisory board approach assembles a select team of specialists who best meet each client’s individual needs.

Operating with humility and self-awareness

We collaborate with you, among ourselves on your behalf, and with outside experts engaged in your situation.

Genuine client care

We want to know you, your situation, and how we can best serve you with independent and objective advice for a complex world.

Striving for excellence

We serve you and your family; providing solutions based solely on your needs.

MPPL Financial Awards & Recognition

MPPL Financial Named 2026 Best of the Best Financial/Wealth Advisor in the Northland*

*Duluth News Tribune nominated Midwest Professional Planners ("MPPL") for this recognition. Financial professionals in the Northland were nominated by the public and firm employees with the top 5 nominees being named finalist. There was no compensation (cash or non-cash) in connection with the award. The rating was given on 9.16.2026 for the prior 12-month period. The recognition should not be construed by a client or prospective client as a guarantee to experience a certain level of results; a current or past endorsement if MPPL is engaged.

We welcome getting to know you and building a lasting relationship that empowers you to make confident financial decisions that secure your lifestyle and achieve your lifelong goals.