Helping Navigate your Financial Future
About Us

Committed To You and Your Journey

MIDCOAST is a Northwest Indiana Certified Public Accounting and Wealth Management firm proudly serving individuals and small to medium-sized businesses through tax and wealth management services for nearly twenty years. We help our many clients navigate the most stringent financial decisions by focusing on strong client-advisor relationships built on trust and personalized financial guidance and expert advice.

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The MIDCOAST Difference

  • We take a collaborative approach to financial decisions.
  • We are in the business of and obsess about the value we are providing to our client.
  • We employ wisdom, not just knowledge.
  • We view you as partners, not just a number.
  • We transformed a sales model to a servant model.

Our Client Commitment:

  • We will never recommend something we wouldn’t bring to our parents or invest into ourselves.
  • We will never talk over you with jargon, and promise to be informative throughout.
  • We will discuss ALL fees related to our services.

Our Mission

MIDCOAST exists to help each unique client realize and reach their desired financial destination by integrating our comprehensive services with customized strategies.

Guiding our clients towards making the right financial decisions and helping them avoid the big mistakes.

  • Guarding against those factors that threaten your wealth like tax traps, markets, and unexpected events.

Giving strategically on your terms to the specific people or places that are most important to you to secure your legacy.