Andrew Musbach, CFP® MD Wealth Management, LLC

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About Andrew Musbach, CFP®

Andrew co-founded MD Wealth Management with a mission to help doctors achieve financial peace of mind. He specializes in working with physicians and dentists who want help managing their financial lives. By partnering with clients and implementing his firm’s comprehensive approach to financial planning and investment management, Andrew helps clients clarify and achieve their financial goals, while also freeing up time and energy for them to spend elsewhere.

Prior to co-founding MD Wealth Management, Andrew 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. Andrew is a CFP® professional and has a BS in Finance from Miami (OH) University.

Andrew lives in Saline, Michigan, with his wife, Jenny. He is an avid Michigan fan and enjoys reading, playing basketball and tennis, and being outdoors as much as possible.

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Recently Published

The Market Keeps Going Up – Now What?

July 12, 2019

In late December of 2018, the S&P 500 had declined approximately 20% from its September high, people were panicking about trade wars and rising US interest rates, and fear-inducing headlines like these were being published: “U.S. Stocks Post Worst Year in a Decade as the S&P 500 Falls More Than 6% in 2018” “Dow, S&P […]

The post The Market Keeps Going Up – Now What? appeared first on MD Wealth Management, LLC.

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The 6-Step Guide to Receiving Public Service Loan Forgiveness

June 27, 2019

For most young doctors, student loan strategy is the single most important item in their financial plan. Fortunately, the Public Service Loan Forgiveness (PSLF) program is a valuable option that is available to many doctors. Unfortunately, the program can be confusing and difficult to follow, as evidenced by the fact that less than 1% of […]

The post The 6-Step Guide to Receiving Public Service Loan Forgiveness appeared first on MD Wealth Management, LLC.

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8 Things to Do as a Doctor During Your First Year out of Training

June 7, 2019

Financial planning tends to change when life changes. For doctors, few life transitions bring as much change as starting your first post-training position. The shift in career visibility and the accompanying jump in income tend to bring on a new wave of questions and opportunities. Making the right decisions at this point in your career […]

The post 8 Things to Do as a Doctor During Your First Year out of Training appeared first on MD Wealth Management, LLC.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly: $1,250+
  • AUM: 1.0%

SEC Records

States Registered

  • Michigan

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