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

The investment markets HATE uncertainty.  At times like this it is helpful to remember the words of famed investor, Warren Buffet:"The future is never clear and you pay a very high price in the stock market for a cheery consensus.  Uncertainty actually is the friend of the buyer of long-term values."

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.

The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry.  The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction.  Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints.  Details of the award can be viewed at www.fivestarprofessional.com.  Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result.  These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

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

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

Check the background of Roselyn Wilkinson or BFCFS on FINRA’s BrokerCheck website.

 

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