A complete list of active advisors currently associated with MDT Financial Advisors, LLC

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

MDT Financial Advisors is a registered investment adviser that serves individuals (including high net worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning and consulting, selection of third‑party asset managers, and fiduciary and non‑fiduciary services for plan sponsors. MDT typically manages client assets on a discretionary basis and develops investment policy statements tailored to each client’s objectives, liquidity needs and risk tolerance. It combines active and passive strategies across stocks, bonds, ETFs, mutual funds, fee‑based annuities and alternative private investments, and may delegate portions of portfolios to third‑party managers when appropriate. Notably, MDT sponsors a bundled wrap fee program and makes use of third‑party program platforms (including programs administered through a large custodian) and recommends a specific broker‑dealer/custodian structure for execution and reporting. The firm, which was newly registered in 2026, manages approximately $294 million on a discretionary basis and is deemed to have custody of certain accounts under standing letters of authorization, relying on an industry no‑action letter for its custody procedures.

To learn more about the advisors currently working at MDT Financial 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.