MD Financial (US)

Company Description (LinkedIn): MD Financial (US) | 356 followers on LinkedIn. MD Financial's team of experts provides independent, specialized Financial Planning solutions exclusively for doctors. | MD Financial's Team of experts provides independent, specialized financial solutions exclusively for doctors. As their personal CFO, we help busy physicians and dentists simplify complex financial affairs, build wealth, and protect their financial future.

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated.

• ⏳ Active Since: 2011
• 📍 Location: Chanhassen, MN
• 🔢 Employee Count: 13
• 👥 Followers: 397

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 164
• 🧾 Number of accounts: 2,391
• 🛍 Average Account Size: $68,485

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.mdfinancialadvisors.com