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.
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.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
We look forward to helping you and your loved ones explore their financial goals, during your lifetime and beyond.
With over 30 years of financial planning experience, we've helped people just like you explore their goals and help meet them.
"As a client service business, we are always striving to make your experience with us the best it can be."
- Roselyn Wilkinson
"We value our clients by providing personalized customer care."
- Anne Hussman
"Are you a damsel in distress? Financial security is critical to preserving your independence and expanding your options in life. Happily ever after is not a fairy tale; it's a choice."
- It’s Good to be Queen
Curated articles, videos, and more for a financially savvier you.
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.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.