Who We Are
We are a comprehensive financial services firm. Derrick Morton, CLU, ChFC brings over 30 years of experience working with clients on personal and business finance, as well as leadership, training, and teaching in the industry. Paul Morton brings over 10 years of experience focusing solely on physicians’ finance and education, being added to curriculum at multiple medical residency programs. The comprehensive planning strategies at Midwest Private Client Group, coupled with a proactive advice-centric approach, provide guidance to physicians and businesses around the country.
Derrick Morton, CLU®, ChFC®
Registered Representative & Investment Advisor with Cambridge Investment Research
Paul Morton
Paul Morton is the founder of Midwest Private Client Group, a business dedicated to delivering objective advice and financial planning to America’s physicians and the families who support them. Paul regularly contributes to educational material and lectures to local teaching hospitals and has provided financial consultation to hundreds of physicians around the country. Rational, creative, and drawn to problem solving, Paul is dedicated to understanding the purpose and goal of each major financial and personal decision. When physicians make impactful decisions, whether business or personal, Paul helps create clarity with both the fundamental root of the decision as well as the bigger picture it presents. Paul has no hobbies since he is married to a physician and has three wonderful children. Prior to having children, Paul enjoyed reading, playing golf, and fishing.
Registered Representative & Investment Advisor with Cambridge Investment Research