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

5 Reasons Why 529 Plans Are Great for College Savings

March 10, 2019

Looking at college projections for your children (particularly if they are young) can raise the blood pressure of even the most cool-headed parent. And while the rate of tuition inflation is ultimately out of your control, there are things you can do to put yourself in the best position possible when that tuition bill eventually […]

The post 5 Reasons Why 529 Plans Are Great for College Savings appeared first on MD Wealth Management, LLC.

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The Math of Financial Independence – What is Required to Achieve It?

February 25, 2019

We define financial independence as the point when you can sustain the lifestyle you want based on the wealth you have accumulated. In other words, the point when work becomes optional. That sounds great in theory, but what is required to achieve it? In this post, we dive into the numbers to help you understand […]

The post The Math of Financial Independence – What is Required to Achieve It? appeared first on MD Wealth Management, LLC.

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Pursuing Financial Independence

February 6, 2019

The traditional approach to retirement has been to put your head down and work hard until your mid-60’s, at which point you stop working altogether and enjoy the “golden years.” The idea is that you put in your time over the years and retirement is the reward for your effort; the point when you can […]

The post Pursuing Financial Independence appeared first on MD Wealth Management, LLC.

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Ideal Clients

  • Gen Y/Millennials
  • Investment Planning & Management
  • Medical Professionals
  • Student Loan Debt

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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