Trent DeBruin CFP®, CFA, MBA MD Wealth Management, LLC

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About Trent DeBruin CFP®, CFA, MBA

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 reflects 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’re 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.

Established Physicians – Organize and manage the growing complexity of your financial life. This includes getting clear on goals, maximizing employee benefits, college planning, reviewing insurance coverage and estate plans, optimizing how you save and invest for various goals as your income rises, and detailed retirement planning to put you on track and make sure you remain there.

Preparing for Retirement – 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 making healthcare decisions from Medicare to long-term care insurance.

In addition to working with clients, we host a personal finance podcast for physicians called The Physician’s Guide to Financial Wellness. Feel free to listen or subscribe here.

Prior to co-founding MD Wealth Management, I was a partner at Driehaus Capital Management in Chicago. I’m a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. I have a BA in finance from the University of Notre Dame and an MBA in finance and economics from the University of Chicago Booth School of Business.

Outside of work, I most enjoy spending time with my wife and our four children (three boys and a girl). When not with them, you can find me working out, reading, golfing, listening to podcasts, or watching sports (especially EPL soccer and Notre Dame football).

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • FIRE (Financial Independence Retire Early)
  • Gen X
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly fee: $1,875/quarter (for clients with assets under management less than $750k)
  • AUM: 1.00% for first $1mil under management; tiers down with additional AUM

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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