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Who We Serve

Wealth Management | CERTIFIED FINANCIAL PLANNER™ Professionals | Ann Arbor

As a physician, you face unique challenges and opportunities in your financial life.

You deserve an advisor who specializes in addressing your specific needs.

At MD Wealth Management, we partner with you to help manage all areas of your financial life and investments. We simplify and organize, create a clear financial plan, and provide the ongoing advice, expertise, and accountability needed to reach your goals.

We give you the confidence that you’re making the right financial decisions, peace of mind knowing you have a professional guiding you along the way, and free up time for you to spend on other areas of life.

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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.

Sounds Like Me

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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.

Sounds Like Me

Learn About Our Process