A complete list of active advisors currently associated with MKD Wealth

Warmer can help you find a great advisor at MKD Wealth or one who fits your needs even better.

MKD Wealth provides investment management, financial planning, family office coordination, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations, and corporations. The firm generally requires a $1 million portfolio for managed accounts and reports roughly $505 million in assets under management across discretionary and non‑discretionary mandates. MKD constructs model portfolios across a risk spectrum (from cautious to aggressive) and implements those models using mutual funds, ETFs, individual securities, independent managers, and, where suitable, alternative investments and interval funds. The firm uses third‑party consultants for portfolio design and conducts ongoing monitoring and rebalancing, and it also advises on annuity products and retirement plan assets held outside custodial accounts. Notable distinctions include its status as a licensed insurance agency — its representatives may receive commissions for insurance sales, a disclosed conflict of interest — and the firm’s use of advertising that presents both historical performance results and hypothetical performance scenarios. MKD also highlights access to alternative investments (with platform fees and called‑capital valuations) and has recently added digital assets/cryptocurrency as an investable category.

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