Our Qualifications

With over 90 years of combined financial services experience, we established MDT Financial Advisors, LLC to help clients chart well – defined paths to investment success, financial freedom and enduring family legacies. We focus on comprehensive investment and estate planning strategies, investment consulting and retirement planning services. Our clients include affluent individuals and families, as well as successful business owners, executives, professionals and institutions.

We believe that our lasting client relationships are fostered by a disciplined investment planning process, which is supported by solid resources and a highly experienced team. Dedicated to servicing the best interests of our clients, we offer a wide range of products and service aimed at securing their financial well-being.

As a client of MDT Financial Advisors, LLC, you can expect us to first listen to you and understand your specific needs. We will then recommend objective, meaningful strategies in the investment plan that we develop, with input from you and your other professional advisors as appropriate. Our approach is based on combining sound financial advice with exceptional service and a well-executed investment plan.

Ensuring that your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event but an ongoing process. As the circumstances of your life continue to change, we will modify your investment strategies to help keep you on course toward your financial goals.