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

What Is Your Estate Plan?

May 20, 2019

The late George Steinbrenner, former owner of the New York Yankees, is joked about as having had one of the most fortunate estate planning situations in recent history (although perhaps not for the reason you might expect). When he passed away in 2010, his estate, estimated to be worth $1.1 billion, transferred to his family […]

The post What Is Your Estate Plan? appeared first on MD Wealth Management, LLC.

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The “Perfect” Financial Plan

April 29, 2019

In his 2005 commencement address to the graduating class of Stanford, Steve Jobs shared many powerful messages, but one that stuck out was his discussion of “connecting the dots.” Although Jobs wasn’t talking about financial planning, the message is relevant to this topic. In his words: “You can’t connect the dots looking forward; you can […]

The post The “Perfect” Financial Plan appeared first on MD Wealth Management, LLC.

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Life and Disability Insurance – What You Need to Know

March 28, 2019

As we discussed in our previous post on insurance, the main purpose of insurance is to protect against specific risks. While there are many risks that you can protect against, death and disability are two of the largest, both in terms of their financial impact and their emotional impact on your loved ones. Although few […]

The post Life and Disability Insurance – What You Need to Know 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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