MD Financial (US) Employee Directory
Financial ServicesMinnesota, United States11-50 Employees
MD Financial (US) is a financial services firm that provides independent, specialized financial solutions exclusively for doctors, acting as a personal CFO to help physicians and dentists simplify complex financial matters, build wealth, and protect their financial future. The firm aims to guide clients through a tailored selection of products and services, ensuring decisions align with current and future goals and addressing each physician’s unique circumstances. Based in Chanhassen, Minnesota, MD Financial operates within the investment advisory space, offering guidance through Vestment Financial / MD Financial as part of its registered activities, and emphasizes careful consideration of product suitability and regulatory registrations when engaging with clients. The target market comprises medical professionals seeking objective, professional financial security advice to navigate a wide array of market offerings without relying on generalized solutions. A notable development in its history is the firm’s acquisition by Scotiabank in 2018, which provides context for its evolution within the broader financial services landscape.
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