A complete list of active advisors currently associated with AMD Wealth Management LLC

Warmer can help you find a great advisor at AMD Wealth Management LLC or one who fits your needs even better.

AMD Wealth Management LLC provides fee-only wealth management and financial planning to individuals, high‑net‑worth clients, employer plan sponsors, businesses, and charitable organizations. The firm offers investment management (primarily equities, fixed income, mutual funds, and ETFs), financial planning delivered on both project and ongoing bases, retirement plan consulting for plan sponsors, and educational seminars. The firm’s investment process centers on individualized investment policies and asset allocation targets that reflect each client’s goals, risk tolerance, and tax considerations, and it implements portfolios using a mix of passive and active strategies guided by modern portfolio theory. Clients typically grant the adviser discretionary trading authority, and planning engagements address a broad range of topics including retirement, tax planning, estate planning, business planning, and risk management. Noteworthy for its size and stage, the adviser was formed in 2025 and reported about $588,400 in assets under management across six client relationships as of September 30, 2026, which is smaller than most independent advisory firms. The brochure also highlights a recent expansion of services — adding retirement plan consulting, educational seminars, and business/charitable organization clients — a mix of offerings and client types that is less common for firms of this scale.

To learn more about the advisors currently working at AMD Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew Donoghue	Northfield, NJ	1

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