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. That’s where MD Financial Advisors can help. We can offer professional financial security advice to help you choose only those products that meet your current and future goals.

MD Financial Advisors aims to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, we draw on a specialized suite of products and services to find those that address your unique situation.



Investment advisor offering Investment Advisory services through Vestment Financial / MD Financial.

Although Vestment Financial / MD Financial, is registered in various states, the firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve rendering of personalized investment advice for compensation will not be made without registration or exemption.

Dental

Health Care

Health Insurance

Insurance

Investment Management

Personal Finance

MD Financial (US)

Katherine Vessenes

Kaitlin Brandt

Josh Lantz

This department focuses on providing financial advice, investment strategies, and planning services to clients.

Investment and Financial Services

This department manages client relationships and coordinates service delivery to ensure client satisfaction.

Client Services

MD Financial (US)

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Teams

Investment and Financial Services

Client Services

Offices