MD Financial's team of experts provides independent, specialized financial solutions exclusively for doctors. Giving them: More Time. More Money. Less Stress.®
Joined August 2013
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Doctors, here is your Benchmark Performance Update for Q1 of 2026.
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#FinancialAdvisor #Q1of2026 #BenchmarkPerformance
MD Financial’s CEO and Founder Katherine Vessenes, JD, CFP®, talked to Dr. Brian Clyne, MD, MHL, about his side gig, leadership coaching, in today’s episode of More Money Minutes for Doctors.
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#Coaching #Tips #Doctors
In this week’s episode of More Money Minutes for Doctors, CEO and President Katherine Vessenes, JD, CFP©, sits down with Dr. Nicole Grenier, MD, for another segment of “Quick Financial Tips from Your Colleagues”.
Click the link below to learn more!
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How confident are you actually feeling about your taxes? CEO and Founder, Katherine Vessenes, JD, CFP©, sat down with Vivian Le, CPA to discuss what doctors should be doing to make their taxes easier.
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#Taxes #Doctors
As tax season approaches, we wanted to share an annual reminder about some important tax information written by Financial Advisor and CIO, Josh Lantz, CRPC©.
Click the link below to read 4 Common Tax Mistakes Doctors Make
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#Taxes #Doctors
Katherine Vessenes, CEO and Founder of MD Financial Advisors, sat down with Dr. Brian Clyne for the third episode of More Money Minutes for Doctors’ latest series Quick Financial Tips from Your Colleagues.
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#MoneyTips #Doctors
In the second episode of More Money Minutes for Doctors’ new series, Quick Financial Tips from Your Colleagues, Katherine Vessenes, CEO and Founder of MD Financial Advisors sits down with Dr. Andrew Caraganis and Dr. Emily Van Kirk.
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#MoneyTips #Doctors
Doctors, here is your Benchmark Performance Update for Q4 of 2025.
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#FinancialAdvisor #Q4of2025 #BenchmarkPerformance
Katherine Vessenes, CEO and Founder of MD Financial Advisors, talked to Dr. Chris Mozdzanowski in the first of More Money Minutes for Doctors’ new series, Quick Financial Tips from Your Colleagues. Click the link below to listen.
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#MoneyTips #Doctors
Did you know that November is long-term care (LTC) awareness month? In today’s article, our CIO and Financial Advisor Josh Lantz, CRPC©, goes over some of the things all doctors should be thinking about. Read more below!
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#LongTermCare #Doctor #Finance
Doctors, here is your Benchmark Performance Update for Q3 of 2025.
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#FinancialAdvisor #Q3of2025 #BenchmarkPerformance
In this week’s article one of our advisors, Ben Kirchner, AAMS©️, explains everything a doctor should know about term life insurance. Read more below!
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#LifeInsurance #AssetProtection #Doctor #Finance
It’s that time of year again when we want to make sure our clients have checked off their financial to do lists for the year. Read about the 2025 financial checklist below!
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#YearEnd2025 #CheckList #Doctor #Finance
The One Big Beautiful Bill (OBBB) Act created some changes in Federal student loan repayment plans. Our CIO and advisor, Josh Lantz, CRPC©, wrote an article with the latest updates for our doctors. Read below!
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#OBBBAct #StudentLoans #Doctor #Finance
Doctors, have you been following the news about the One Big Beautiful Bill Act? Our CIO and Financial Advisor Josh Lantz, CRPC®, broke down the important tax implications for doctors in the following article.
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#OBBBAct #Doctor #Finance
Doctors, here is your Benchmark Performance Update for Q2 of 2025.
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#FinancialAdvisor #Q22025 #BenchmarkPerformance
Financial Advisor and Chief Investment Officer Josh Lantz, CRPC®, shares 15 Cost Cutting Ideas for Doctors in this week’s article. It includes tips we’ve learned over years of working with doctors. Read more below!
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#CostCuttingTips #Doctor #Finance
One of our advisors, Ben Kirchner, AAMS©, runs through the ins and outs of disability insurance policies and what to look for in today’s article. Read more below!
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#DisabilityInsurance #AssetProtection #Doctor #Finance
Doctors, here is your Benchmark Performance Update for Q1 of 2025.
buff.ly/OuM2eTm
#FinancialAdvisor #Q12025 #BenchmarkPerformance
Ever wonder how to optimize your bank accounts? Our financial advisor, Ben Kirchner, AAMS® joined our CEO and financial advisor, Katherine Vessenes, to go over five bank account tips for doctors in the latest episode of More Money Minutes for Doctors:
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