Committed To Your Financial Success | About Midwest Investment and Business Advisors

Focusing On Your Unique Financial Picture

Welcome to Midwest Investment and Business Advisors (MIBA), where our commitment to excellence and client satisfaction sets us apart in the financial advisory landscape. Located nearby the vibrant city of Chicago, Illinois, we proudly serve clients across the United States, offering tailored financial solutions that meet diverse needs and goals.

At the heart of MIBA is the combination of our founder, Don Zolfo’s, CFP® certification knowledge and his trading experience.

The CERTIFIED FINANCIAL PLANNER® certification is recognized as the gold standard in the financial planning industry. Don regularly remarks, “I knew that earning my CFP® certification would take my knowledge to the highest level and help me to better serve my clients.”

With a rich history of trading options for his own accounts in the bustling trading pits of the Chicago Board of Trade, and having spent 15 years teaching options to institutional traders, our founder also brings a wealth of knowledge in sophisticated trading products to our firm. This experience equips us with a vast array of risk management tools, allowing us, when appropriate, to craft strategies that both build wealth and protect assets.

A Look Into Our Process

Our approach is designed to be as nurturing and empowering as possible. When developing your personalized Financial Plan, we are committed to walking this journey with you, every step of the way, helping you create the life you are meant to lead.

Understanding Your Personal & Financial Circumstances
We start by getting to know you – your values, your dreams, and your current financial situation. This foundational step allows us to see the full picture and understand what truly matters to you.

Identifying & Prioritizing Goals
Whether it's saving for retirement, buying a home, or funding your children's education, we work with you to select goals that align with your values and aspirations.

Analyzing Your Current Course Of Action
We review your current financial strategies to identify any gaps or areas that need adjustment.

Developing The Plan
Based on our analysis, we develop a comprehensive financial plan tailored to your unique circumstances and goals. This plan serves as a roadmap to guide you towards your desired future.

Presenting The Plan
We present the plan to you in a clear and understandable manner, ensuring that you are comfortable and confident with the proposed strategies. We take the time to address any questions or concerns you may have.

Implementing The Plan
With your approval, we put the recommended strategies into action.

Monitor & Review
Our relationship doesn’t end once the plan is implemented. Life is dynamic, and we are here to make adjustments as needed, providing ongoing support and encouragement.

Thank you for considering Midwest Investment and Business Advisors as your trusted financial partner. We look forward to the opportunity to serve you and help you achieve your financial goals.