A complete list of active advisors currently associated with MDS Wealth Advisors, LLC

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

MDS Wealth Advisors, LLC provides discretionary portfolio management to high‑net‑worth individuals and pension or profit‑sharing plans, charging asset‑based fees and preparing individualized Investment Policy Statements. The firm is small in scale—managing roughly $27 million across about two dozen client relationships—and delivers regular monitoring and quarterly reporting. Its investment process emphasizes long‑term trading and applies a mix of fundamental, technical, cyclical and quantitative analysis within a modern portfolio theory framework, with portfolios tailored to each client’s risk tolerance. The adviser typically seeks discretionary authority to implement asset allocation and conducts at least monthly reviews of client accounts. Two features set the firm apart from most peers: a principal also maintains a legal practice and may offer legal advice or services to clients, and the firm produces a subscription newsletter, the Mutual Fund Investment Guide, which it provides to advisory clients at no separate fee; both activities are disclosed as potential sources of conflict and clients are not required to use them. The firm also manages client assets internally rather than selecting third‑party managers and discloses receipt of custodian‑provided research and services that may benefit its advisory activities.

To learn more about the advisors currently working at MDS Wealth Advisors, 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.