Phone: (412) 571 3174   |   Email: roselynw@mdafinancial.com

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"The future depends on what we do in the present." ~ Mahatma Gandhi

Financial Planner

MD&A Financial Management Company | Pittsburgh, PA

Throughout your lifetime, your financial goals and dreams may change.  From funding a child’s college education to planning for retirement, your financial planner should be your partner every step of the way to help you achieve these goals.

At MD&A Financial Management Company you will find we are dedicated to helping you achieve your financial goals with high-quality, personalized planning and ongoing service.  Our core approach to wealth management is to identify your personal goals and develop various strategies to help you meet them.  We do not believe “one-size-fits-all”.  After determining the best course of action for your specific situation, we help you implement recommendations.  We continually monitor your progress and results, comparing the results to your original goals.

We welcome the opportunity to work with you.  Contact MD&A Financial Management Company today for a free consultation, to join our mailing list, or learn more about our services. 

 

Services

We offer a variety of specialized services designed to meet your unique financial planning goals.

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Resources

Our resources section is full of educational material to help you with your financial planning needs.

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Planning Insights

Read financial planning articles that help keep you on tract to meet your goals.

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Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. . MD&A Financial Management and BFCFS are independent entities.

Investments products and services available only to residents of: AK, FL, KY, MD, MI, NJ, NY, OH, PA, SC, VA, VT, WV, RI.

Licensed to sell insurance products in the following states of: PA.

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