FINANCIALMD, LLC

Overview

Financialmd, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and combines advisory services with insurance brokerage. Its advisory mandate centers on financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a capital allocator on its filings.

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Investments & Alternatives

Location & Offices