Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mohit D
CFP®, Series 63, Series 66
Cranford, NJ
MD Wealth Advisors Inc
Mohit Desai is a financial advisor at MD Wealth Advisors Inc with 15 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to founding his independent firm, he worked at firms including Fidelity and Morgan Stanley. Desai also owns and operates a tax-preparation business. MD Wealth Advisors Inc. provides holistic wealth planning and investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm offers tailored discretionary portfolios with quarterly or more frequent reviews and serves employer clients with retirement-plan advisory and trustee services, incorporating tax and cash-flow considerations in ongoing financial planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters