Fee-Only Financial Planning
tailored to those seeking financial clarity
AMD Wealth Management is committed to delivering modern, fiduciary wealth management and financial planning services designed specifically for each of our clients’ lives.
Our mission is to simplify financial complexity, create sustainable strategies, and provide a client experience built on trust and transparency.
We exist to build long term relationships that help individuals and families align their wealth with their values.
Through tailored guidance and comprehensive planning, we strive to bring clarity to your financial decisions.
Why AMD Wealth Management is Different
Independent - AMD is not affiliated with any banks, insurance companies, or wire houses, allowing us to give advice without restrictions or pressure to make specific recommendations.
Fee-Only - As a fee only advisor, I do not sell products for a commission or receive compensation from anyone other than you. This allows me to find the best solutions for your needs, without focusing on what products pay me the most.
Fiduciary - Unlike other advisors and financial salespeople, I am legally required to always act in your best interest.
Tax Planning - I take the time to incorporate tax planning into your financial plan.
Age - I am positioned to be in business for the duration of your retirement.
Virtual Presence - I am able to meet and work with you on your time virtually, thanks to our suite of modern systems and software.
Dependable Meeting Schedule - I make sure to meet with you at least two times annually, once in the spring while tax season is still fresh on your mind, and again in the fall to wrap up potential opportunities prior to year end.