MDC Financial Consulting, LLC

Overview

MDC Financial Consulting, LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines fee-based planning (percentage of AUM, hourly and fixed fees) with directed portfolio management for individuals, small businesses and institutional/business clients. Advisory services also include educational seminars and workshops. MDC is not positioned as a capital allocator or an ESG-specialist; instead, it builds client portfolios with broad public-fund exposure complemented by selected alternative and fixed-income vehicles. Custodial relationships and product choices indicate a conservative, manager-driven approach rather than direct active stock picking.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices