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

This Is Why Stocks Have Higher Returns Than Bonds

March 26, 2020

With the dramatic movement in the stock market recently, some of you may be asking yourselves “Why would I ever invest in stocks if they can fall 35% in a month?” From our perspective, this is exactly why you invest in them. We’ll explain. Understanding Risk In the financial markets, risk is typically defined as […]

The post This Is Why Stocks Have Higher Returns Than Bonds appeared first on MD Wealth Management.

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How to Create a Retirement “Paycheck”

March 5, 2020

One of the biggest adjustments when retiring is giving up the steady paycheck that comes from your employer. In retirement, you become responsible for replicating that biweekly, or monthly, paycheck yourself. It can be overwhelming thinking about how to coordinate your various income sources and investment accounts to create that paycheck. In this post, we […]

The post How to Create a Retirement “Paycheck” appeared first on MD Wealth Management.

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3 Things All Physicians Should Track With Their Finances

February 19, 2020

“What gets measured, gets managed.” This quote, attributed to management consultant Peter Drucker, is a well-known refrain in the business world. The idea is simple – when you pay attention to something and actively track it, you’re more likely to improve it. The concept applies to many areas beyond business, including personal finance. Successfully managing […]

The post 3 Things All Physicians Should Track With Their Finances 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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