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

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

MD Wealth Management provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients, addressing retirement planning, estate and tax considerations, college savings, insurance reviews, and business‑owner planning. Services are implemented through individualized Investment Policy Statements and regular account supervision with clients able to impose reasonable investment restrictions. The firm follows a buy‑and‑hold approach implemented primarily with passively managed mutual funds and emphasizes systematic return drivers such as size, value, and profitability for equities and maturity/credit exposures for fixed income, often using Dimensional Fund Advisors funds. Portfolios are diversified across asset classes, rebalanced periodically, and the firm may employ tactics like tax‑loss harvesting and replacement securities when appropriate to manage tax outcomes. MD Wealth Management is a small SEC‑registered adviser with a two‑advisor team managing roughly $110 million for about 77 clients and does not impose a formal account minimum. The firm reports no disciplinary history, its advisers hold professional credentials including CFP® and CFA®, it does not accept third‑party compensation, and it typically relies on custodian statements rather than producing separate written performance reports or voting client proxies.

To learn more about the advisors currently working at MD 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.