MDT Financial Advisors, LLC

Overview

MDT Financial Advisors, LLC is an independent, individually owned registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2026 and positions itself as a capital allocator serving primarily individual and family clients. Its written fee schedule includes asset-based fees, hourly billing and fixed fees. Core advisory offerings listed in regulatory filings are financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services; filings also indicate the firm is not designated as a pension consultant. MDT reports it is not an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives