WealthMD is a U.S.-based Registered Investment Adviser that offers comprehensive financial planning and wealth management tailored to the unique needs of physicians. The firm operates on a fiduciary basis, focusing on areas such as investment management, retirement planning, tax strategies, and asset protection. Their stated mission is to help doctors achieve financial independence by providing a structured, care-oriented approach to managing their finances, metaphorically described as "Diagnosis," "Treatment Plan," and "Ongoing Care."

Founded in

United States