A complete list of active advisors currently associated with FinancialMD, LLC
Warmer can help you find a great advisor at FinancialMD, LLC or one who fits your needs even better.
FinancialMD provides comprehensive financial planning and discretionary investment management to individuals, families, business entities, and retirement plans. Its advisory offerings include cash- and debt-management, retirement and insurance planning, and tax-preparation services provided through a third-party CPA (Jalada) and a wholly owned subsidiary (FMD Tax Prep, LLC). The firm emphasizes individually tailored advice via an onboarding process and ongoing account reviews, selecting external asset managers based on client risk tolerance, manager track record, reputation, fees, and methods of analysis. Investment implementation uses both tactical and strategic allocation, combines in-house fundamental and technical analysis supported by third‑party research (Morningstar, Thomson Reuters), and may include mutual funds, ETFs, individual stocks, annuities and digital assets. Noteworthy elements in the brochure include a disclosed affiliation with an insurance agency and the firm’s licensed insurance activities, with a stated conflict‑of‑interest protocol for any commissionable sales. The firm also serves business and retirement-plan clients (beyond typical individual client focus) and provides unusually detailed disclosures on cryptocurrency risks, custody limitations, and third‑party provider reliance.
To learn more about the advisors currently working at FinancialMD, 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 |
|---|---|---|
Okemos, MI
| 12
|
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