MD Wealth Management is a fee only financial advisor near Ann Arbor, Michigan
Who We Serve
Established Physicians
Account values are growing, life is busy, and you want a clear plan to ensure that you're making all the right decisions when it comes to your finances.
Preparing For Retirement
After years spent working hard and saving, you now want guidance on when you can retire, what it could look like, and how to make sure your money lasts in retirement.
Why MD Wealth Management?
PHYSICIAN
SPECIALIZATION
We understand your unique challenges and needs.
FIDUCIARY
OATH
We're legally required to act in your best interest at all times (the way it should be).
FEE-ONLY
No commissions. No product sales. You pay one transparent annual fee for objective advice.
EDUCATION &
CREDENTIALS
As CFP® Professionals with finance degrees, we're committed to professional development.
INDEPENDENT
We're not a mass market firm. We provide unbiased and personalized advice for a select group of clients.
As Featured In
Financial Checkup
Wondering where you stand financially? Use our guide to check your finances and understand where to focus when putting your financial house in order.
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