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 Unique Challenges of Managing Your Finances as a Physician

May 15, 2020

When it comes to personal finance, physicians are unique. On one hand, the average physician has a much higher income than the average American. On the other hand, physicians face challenges in managing their financial lives that many other groups simply don’t have to deal with. The earlier that you, as a physician, can identify […]

The post 5 Unique Challenges of Managing Your Finances as a Physician appeared first on MD Wealth Management.

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When Is the Right Time to Invest in the Stock Market?

May 1, 2020

When you have money available to invest, it’s human nature to want to pick the “right” time to invest it. Yet, the reality is that no one can predict what the stock market is going to do in the short-term, and because of that it’s almost impossible to get the timing exactly right. Considering the […]

The post When Is the Right Time to Invest in the Stock Market? appeared first on MD Wealth Management.

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How the CARES Act Impacts Student Loan Planning for Physicians

April 15, 2020

The recently passed CARES Act was a key piece of legislation that included many important items. While stimulus checks for millions of American households dominated the headlines, also included in the bill were some significant changes to federal student loans. We recognize that finances are no doubt second priority for most physicians right now, however […]

The post How the CARES Act Impacts Student Loan Planning for Physicians appeared first on MD Wealth Management.

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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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