MedWealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MedWealth Advisors is an independent, single‑advisor firm that provides individualized investment management and ongoing comprehensive financial planning. The firm primarily works with medical doctors at all career stages, while retaining the discretion to accept non‑physician clients.
Investment decisions combine fundamental and technical analysis within a Modern Portfolio Theory framework, using a mix of passive and active vehicles to construct diversified, goal‑oriented portfolios. Accounts are managed on a discretionary basis within client‑imposed restrictions, with regular reviews and ongoing planner contact to monitor implementation and update plans.
Notably, the firm does not rely solely on a standard percentage‑of‑assets fee model and instead uses alternative billing arrangements tailored to physician clients, including flat and income‑based options and blended net‑worth–based fees for others. The practice is small in scale—managing under $10 million for a low‑teens client roster—operates without outside affiliations or third‑party compensation, and is led by a CFP‑certified principal who also engages in limited outside consulting.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% (paid quarterly) $1,000,001+: 0.50% (paid quarterly)
Fixed monthly or quarterly fees for ongoing comprehensive financial planning
Minimum fee: $450 per month or 2% of gross household income (lesser amount) for physicians with net worth below $500,000 Fee-only: Fixed fees as monthly or quarterly payments for planning and investment management services
Main office
Pittsburgh PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Medwealth Advisors · Medwealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)