MD Wealth Management, LLC

Company Description (LinkedIn): MD Wealth Management is an independent, fee-only financial planning and wealth management firm located near Ann Arbor, MI. We specialize in working with physicians who want help managing their financial lives. By partnering with our clients and implementing our comprehensive approach to financial planning and investment management, we help people clarify and achieve their financial goals. We provide our clients with peace of mind knowing they have a professional helping them make important financial decisions, and we free up time and energy to spend elsewhere. We are fiduciary financial advisors and we do not sell financial products or receive commissions.

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2018
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 297823
☎ Phone Number: (734) 433-9600
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 94 / 100
βŒ› First Indexed: 2023-03-16
πŸ“° Last Updated: 2023-03-19