A complete list of active advisors currently associated with MEDIQUS Asset Advisors, Inc.
Warmer can help you find a great advisor at MEDIQUS Asset Advisors, Inc. or one who fits your needs even better.
MEDIQUS serves individuals (including a large concentration of physicians and medical groups), retirement plans, and not-for-profit medical organizations, offering investment advisory services, financial planning, educational services, and ERISA plan advisory and participant education. The firm documents client engagements in written agreements and provides tailored Wealth Builder investment management alongside separate financial planning and annual consultation services. The firm’s investment approach emphasizes long-term asset allocation across broad categories (stocks, bonds, real estate, cash) using mutual funds, ETFs, and cash equivalents, with periodic rebalancing and at least quarterly account reviews. Wealth Builder accounts are managed on a discretionary basis via the Betterment for Advisors platform (Betterment serves as sub‑advisor and Betterment Securities as the recommended qualified custodian), and clients receive reports showing account investment performance; the brochure states that “all performance information delivered as part of our investment advisory services is consistent with all compliance requirements.” Several features distinguish MEDIQUS from many peer team firms: it reported $1.456 billion in discretionary AUM as of December 31, 2025 (more than $200 million in AUM per advisor) and operates from multiple offices, which is less common among similar firms. The brochure also discloses that some financial counselors are registered representatives of Ausdal Financial Partners, Inc. and licensed insurance agents who may receive commissions for securities or insurance sales outside the fee‑only Wealth Builder service, and the firm makes model portfolios and performance reporting available through its Betterment platform and educational services for clients and plan participants.
To learn more about the advisors currently working at MEDIQUS Asset Advisors, Inc., 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.
You can also browse MEDIQUS Asset Advisors, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 43
| |
Chicago, IL
| 4
| |
Chicago, IL
| 10
| |
Clearwater Beach, FL
| 44
| |
Chicago, IL
| 10
|
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