Andrew Musbach, CFP® MD Wealth Management, LLC

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About Andrew Musbach, CFP®

Our firm’s mission is to help physicians achieve financial peace of mind.

We work with you to develop a personalized financial plan that covers your entire financial picture and incorporates your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes.

Our firm’s mission is to help physicians achieve financial peace of mind.

We work with you to develop a personalized financial plan that covers your entire financial picture and incorporates your unique situation, as well as the unique aspects of financial life as a physician. We then help you manage your investments and implement your financial plan, serving as an ongoing accountability partner and guide to make adjustments over time as life changes.

We give you the confidence that you are in control of your finances and are making the right decisions, while freeing up time and headspace to spend on the things you enjoy.

We do our best work with people who recognize the value of financial planning (in addition to investments) and want an ongoing relationship with an advisor, rather than one-time or hourly work.

New Attendings – Organize your financial life and develop a strong foundation. This includes putting together a student loan game plan, getting clear on goals, figuring out how to allocate your cash flow and the best way to save and invest to different accounts, optimizing employer benefits, and helping with a home purchase.

Established Physicians – Manage the growing complexity of your financial life. This includes college planning, reviewing insurance coverage and estate plans, optimizing how you save and invest for different goals as your income rises, and detailed retirement planning to put you on track and make sure you remain there.

Preparing for Retirement – Get ready for, and navigate, the retirement transition. This includes understanding whether you have enough money to retire, turning your investment portfolio into a “paycheck” in retirement, tax planning to minimize the amount that goes to the IRS, figuring out the best strategy for claiming Social Security, and navigating healthcare decisions from Medicare to long-term care insurance.

Prior to co-founding MD Wealth Management, I worked as a financial advisor at Balasa Dinverno Foltz LLC and Huber Financial Advisors LLC, two independent firms in Chicago with over $5 billion of assets under management collectively. I am a CERTIFIED FINANCIAL PLANNER™ professional and I have a BS in finance from Miami (OH) University.

I live in Saline, Michigan, with my wife, Jenny, and our son, Grant. I am an avid Michigan fan and enjoy reading, playing basketball and tennis, and being outdoors as much as possible.

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Recently Published

How We Manage Our Own Finances – Part 2, Episode #18

March 29, 2021

This is a follow-on episode and the second installment of a two-part series on how we manage our own finances. In episode one, we covered organization and tracking, managing debt, and prioritizing/allocating cash flow. In this second episode, we discuss investing, risk management (estate planning & insurance), and the big picture and putting it all […]

The post How We Manage Our Own Finances – Part 2, Episode #18 appeared first on MD Wealth Management.

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How We Manage Our Own Finances – Part 1, Episode #17

March 15, 2021

When it comes to managing your finances, there isn’t always a “right” or a “wrong” way, and the exact approach tends to differ depending on the person and their unique circumstances. In this episode, we demonstrate this by walking through how each of us manages our own finances. You’ll see similarities and differences in the […]

The post How We Manage Our Own Finances – Part 1, Episode #17 appeared first on MD Wealth Management.

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Your Financial Vital Signs, Episode #16

March 1, 2021

The concept of vital signs is second nature for physicians. When it comes to personal finance, the idea is that these indicators not only provide a snapshot of your current financial life and help identify potential areas of concern, but they also give you a baseline from which you can then assess progress and improvement […]

The post Your Financial Vital Signs, Episode #16 appeared first on MD Wealth Management.

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Ideal Clients

  • Medical Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly: $1,250+/qtr
  • Assets Under Management: 1.00%

SEC Records

States Registered

  • Michigan

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