Owning your financial success is one of the best ways to preserve your independence and expand your options in life. 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.
You have the power to control your financial future. Today your happily ever after is not a fairy tale; it’s a choice. We welcome the opportunity to work with you. Contact MD&A Financial Management today.
We manage assets for individuals and families, providing investment management, and financial planning services.
Your Financial Planning Team
Meet Roselyn Wilkinson and Anne Hussman. Our goal is to help you successfully meet your financial goals. Understanding that your goals are unique to your situation, we do not take a “cookie cutter” or “one-size-fits-all” approach to financial planning. Roselyn and Anne are dedicated to client satisfaction and making your experience as unique as you.
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.