MD Financial's Team of experts provides independent, specialized financial solutions exclusively for physicians. They help busy doctors simplify complex financial affairs, build wealth, and protect their financial future.
 
Lead by Katherine Vessenes, nationally known financial advisor, coach, and author, MD Financial acts as the personal CFO for physicians.
 
Every successful medical practice has a Chief Financial Officer. The CFO coordinates all financial affairs so the practice can grow and prosper. MD Financial believes physicians deserve the same type of advice with their personal finances.
 
MD Financial Advisors are committed to one goal: to make every doctor a “Raving Fan”. They work in collaboration with physicians’ other advisors, to create a customized financial plan that will help physicians both build and protect their wealth. To date, over 90% of new clients are referrals from existing physicians.