MD Wealth Partners, Inc

MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, offering investment management (through third‑party managers), financial planning, and consulting services. The firm uses eMoney for financial planning work and requires clients to establish managed accounts on a third‑party platform for ongoing portfolio management.

The firm’s investment approach emphasizes principles of value, safety, quality, and an emphasis on risk control, and it works with each client to select one or more third‑party strategists on the AssetMark platform that match the client’s objectives and risk tolerance. MD Wealth performs periodic reviews (at least quarterly), communicates with platform managers as needed, and leaves day‑to‑day trading and implementation to the selected strategists.

MD Wealth reports a regulatory asset composition that is uncommon among similar firms: $0 in discretionary AUM and $60,011,160 in non‑discretionary AUM as of December 31, 2025, meaning the firm does not take discretionary trading authority for client accounts. The brochure also discloses that the firm can receive business development allowances and other benefits from AssetMark and that an adviser is separately licensed to sell insurance—both identified as potential conflicts the firm addresses through disclosure and its fiduciary obligations.