Burleson, TX Office

MDX Wealth Management is an independent registered investment adviser that provides portfolio management and wealth-planning services to individuals (including both non-high-net-worth and high-net-worth clients), trusts, pensions, foundations and businesses. Services include discretionary and non-discretionary portfolio management, retirement planning guidance, and limited assistance with estate and tax-related matters, with advisory fees generally charged on an asset-based basis.

The firm builds individualized portfolios using mainstream custodial securities—equities, bonds, ETFs, mutual funds—and supplements its core, fundamentally driven, long-term approach with tactical tools such as options and, when appropriate to a client’s risk profile, margin. MDX draws on third-party research providers and maintains written processes around higher-risk strategies (for example, annuities held under RIA arrangements, and controls for options and frequent trading) to align recommendations with clients’ objectives.

What is distinctive about MDX Wealth is its multi-office, multi-brand structure: the firm operates through nine offices and a network of independently contracted investment adviser representatives who may conduct business under several DBAs across multiple states. The brochure also discloses an uncommon willingness to permit OTC/penny stocks, leveraged/inverse ETFs and frequent trading under specific client disclosures and approvals, and notes that some representatives are dually registered with broker-dealers and hold insurance licenses—conflicts the firm documents and manages through disclosure and compliance processes.