Broker Check

Money doesn’t buy you happiness, it buys you options.

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

Let's Talk

Our Services

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.

Investment

Investment

Create an investment strategy that's right for you.

Learn More
Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Learn More
Family

Family

We look forward to helping you and your loved ones explore their financial goals, during your lifetime and beyond.

Learn More

We're Here For You!

With over 30 years of financial planning experience, we've helped people just like you explore their goals and help meet them.

Contact Us

What Our Team Has to Say:

Helpful Content

Curated articles, videos, and more for a financially savvier you.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
Learn More
Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Learn More
Five Star Wealth Manager Award

Five Star Wealth Manager Award

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 results. 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.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Have a Question?

Thank you!
Oops!