Who We Serve

Navigate Your Unique Circumstances

Executives

MDA Wealth Management strives to be a reliable, trusted resource for business leaders with a busy schedule to outsource their financial and estate planning.

We understand the unique challenges top business executives face including complex compensation plans, risk reduction, tax management, portfolio diversification, and sometimes access to exotic retirement saving options that call for experienced advice. Financial planning for an executive is best addressed by a full-service team of professionals from the legal, accounting, insurance, and lending fields – as well as a financial advisor. Let us create your holistic financial roadmap.

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Retirees

MDA Wealth Management knows that as you approach retirement your needs get more complex. We are primed to assist those who have recently retired, as well as those within 5 to 10 years of retirement, providing support across the finish line to allow for your lifestyle goals.

We have experience and close partnerships with professionals who can assist with wills, trusts, power of attorney situations, tax specialists, beneficiary designations, and more.

MDA Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Business Owners & Entrepreneurs

MDA Wealth Management is here to be your partner in managing and preserving your wealth. We come from families that have lived the entrepreneurial life – from running a small family deli to managing a car rental business – we understand the long hours, sacrifices, and dedication it takes to succeed.

Our goal is to give you time back to keep your focus on your passion, your business, while we focus on our passion – the well-being of your finances today, and tomorrow.

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High Net Worth

MDA Wealth Management provides custom portfolios for high-net-worth families and individuals, granting access to our network of tax, insurance, retirement service professionals. We provide expertise and resources to support your wealth, including:

  • Wealth management strategies
  • Customized financial planning
  • Estate and philanthropic planning
  • Tax-efficient strategies
  • Creative insurance strategies

Manage, invest, and safeguard your wealth today – and for future generations – with MDA Wealth Management.