Andrew Musbach, CFP® MD Wealth Management, LLC

Contact this advisor

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.

Contact this advisor

Recently Published

How to Allocate Your Cash Flow – Save, Spend, Invest, or Pay Down Debt, Episode #7

October 26, 2020

A common question we hear from physicians is what to do with their cash flow? For younger physicians, it’s such a unique situation, since few other professions have this big of a jump in income from one year to the next as you finish training and become an attending. The question often surfaces later in […]

The post How to Allocate Your Cash Flow – Save, Spend, Invest, or Pay Down Debt, Episode #7 appeared first on MD Wealth Management.

Read the full post →

How to Know if You’re on Track for Retirement/Financial Independence, Episode #6

October 12, 2020

Planning for retirement is like building a house. Everyone has a different budget and a different idea of what it will look like, but we all follow a similar process to reach the end result. Today, we’re going to walk through how to understand whether you’re on track for retirement, or even better— financial independence. […]

The post How to Know if You’re on Track for Retirement/Financial Independence, Episode #6 appeared first on MD Wealth Management.

Read the full post →

The 80:20 Rule of Investing, Episode #5

September 28, 2020

You may have heard of the Pareto principle, which is the observation that 80% of the outcome often comes from 20% of the effort that goes into it. It’s our goal to help people nail those 20% activities, the things that truly move the needle with their investments. That’s why we encourage everyone to focus […]

The post The 80:20 Rule of Investing, Episode #5 appeared first on MD Wealth Management.

Read the full post →

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

Loading...