CRD: 168771
MD Financial Advisors / Vestment Financial
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2013
- Office Locations
- 4
Office Locations
About MD Financial Advisors / Vestment Financial
MD Financial Advisors (Vestment Financial) is an RIA serving physicians—especially residents, fellows, and attending doctors—with integrated financial planning and investment management. The firm emphasizes a scientific, Modern Portfolio Theory–based asset-allocation process, alongside retirement planning, debt strategy, and income/disability protection. Custodies with Charles Schwab and implements portfolios heavily using ETFs.
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Investment Themes
Investment Vehicles
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Owner & Executives
JOSHUA BRADFORD LANTZ
Chief Investment Officer, Financial Advisor
- CRD
- #4974172
- Ownership
- Less than 5%
KATHERINE KAMMERZELL VESSENES
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #1320580
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANDERS PETER ENGBRETSON
--
- CRD
- #7826482
BENJAMIN DOUGLAS KIRCHNER
Financial Advisor
- CRD
- #6552364
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,258,801 | $113,572 |
| Non-Discretionary | $0 | -- |
| Total | $304,258,801 | $113,572 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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