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

Your Privacy

Privacy Policy

At MD&A Financial Management Company, we recognize the importance of safeguarding the personal privacy of our clients.  Our practices and policies are designed to achieve this goal.  In compliance with United States federal law, we are required to provide all existing clients with our privacy policy once each year.

Your trust is extremely important to us.  We will abide by our client privacy policy and procedures in order to ensure that your information is protected.

Our Security Standards:

We do not disclose any nonpublic personal information of any kind about our clients or former clients to anyone except as mandated by the law.  In addition, we maintain physical, electronic and procedural safeguards for protection of client records and information. These safeguards are designed to ensure the security and confidentiality of client records and information.

The Information We Collect:

We collect nonpublic, personal information about our clients from the following sources:

Information from applications or other forms.
Information we receive from transactions with us.
Information we receive from third parties and service providers.

Sharing of Information:

We may disclose the information described below with financial service providers on your behalf:

Information we receive from applications or other forms, such as names, addresses, social security numbers, assets and income.
Information about transactions with us, our affiliates or others, such as account balances and payment history.

Berthel Fisher Privacy Notice & Policy

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  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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