Your Plans, Designed to Meet Your Needs
Holistic planning, financial advice and portfolio management optimized for you and your family, because we know you and your family.
MD Wealth strives to educate clients and offer the best solutions to help them meet their individual needs and achieve their financial goals. When we work together, you’ll benefit from personalized advice, objective guidance, and dedication to your success as an investor.
By working with an independent financial advisor providing holistic wealth management, you can plan and invest efficiently. It provides a peace of mind that someone is working in your best interest. Better yet, you can save thousands in fees over years by working with a flat fee advisor.
Frequently Asked Questions.
MD Wealth Advisors, Inc., offers personalized, comprehensive services in financial planning and tax preparation for anyone, regardless of life stage. It’s more about long-term fit and personal connection than minimum asset requirements. Contact us today to see if we’re a good fit.
We offer a flat-fee structure for services, with one-time planning solutions and retainer options available. For more information on fees and rates, contact us or see the pricing section on our Services page.
Yes. As of 2019, Mohit has been a Registered Investment Advisor (RIA) with the Financial Industry Regulatory Authority (FINRA).
Our financial planning and wealth strategies are not market-driven, but designed specifically to meet your particular circumstances and goals. We’re your financial planning and wealth management partner.
MD Wealth Advisors, Inc., is led by Mohit Desai, an independent fiduciary, Registered Investment Advisor (RIA) and certified Financial Planner (CFP). Mohit also holds a Masters in Business Administration.
MD Wealth Advisors, Inc. is just one half of the operation. Our holistic wealth management services are best supplemented by our tax advisory service, MD Tax Advisors. We advise on wealth management and the associated tax implications, for comprehensive outcomes.