Fiduciary Financial Planner | Retirement Planning | Physicians | Ann Arbor (2024)

Fiduciary Financial Planner | Retirement Planning | Physicians | Ann Arbor (1)

MD Wealth Management is an independent, fee-only financial planning and investment firm located near Ann Arbor, MI.

We specializein working with physicians who want help managing their financial lives.

By partnering together and implementing our personalized approach to wealth management, we help you clarify and achieve what's most important to you. We provide peace of mind knowing you have a professional helping you make important financial decisions and free up time and headspace for you to do more of what you enjoy.

We're fiduciary financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals who work on a fee-only basis (no product sales or commissions).

Learn About Our Process

Read BioAndrew Musbach, CFP®Co-founder and Financial Advisor

Fiduciary Financial Planner | Retirement Planning | Physicians | Ann Arbor (8)

734-772-9941

andrew@mdwmllc.com

linkedin.com/in/andrewmusbach

Education and Credentials
BS – Finance, Miami (OH) University
Financial Planning Studies – Northwestern University
CFP® – Certified Financial Planner™ professional

Professional Memberships
National Association of Personal Financial Advisors
Financial Planning Association

Fiduciary Financial Planner | Retirement Planning | Physicians | Ann Arbor (9)

Andrew Musbach, CFP®

Co-founder and Financial Advisor


Since co-founding MD Wealth Management in 2018, Andrewhas beenrecognized as a “Top 100 Financial Advisor”in the U.S.by Investopedia. He’s contributed to publications such as Medical Economics, Physicians’ Practice and Medscape. Locally, he providesfinancialeducation through corporate partnerships with the Washtenaw County Medical Society and Huron Valley Physicians Association, as well as through the firm's podcastThe Physician’s Guide to Financial Wellness.

Andrew’s passion for personal finance started as a 10-year-old when his first "wish" on his list was Disney stock (and he's grateful for the reminder, as he keeps the physical stock certificate in his office drawer). This early interest grew over time and has continued to foster hisdesire to help people find their version of "Disney" stock.

Andrew lives in Ann Arbor with his wife, Jenny, and their two sons, Grant and Ty. Outside of the office, he tries to tame the literal "Disney" interest for his family - for now - and is enjoying the everyday family moments together. Eventually, he plans to bring back more of his favorite hobbies (reading, tennis, basketball and golf). Andrew is also an avid Michigan fan, which further emphasizes his love for Jenny given he voluntarily married into an Ohio State household.

Contact Andrew

Read BioTrent DeBruin, MBA, CFA, CFP®Co-founder and Financial Advisor

Fiduciary Financial Planner | Retirement Planning | Physicians | Ann Arbor (11)

734-772-9951

TRENT@MDWMLLC.COM

linkedin.com/in/trentdebruin

Education and Credentials
BA – Finance, University of Notre Dame
MBA – University of Chicago
CFA – Chartered Financial Analyst designation
CFP®– Certified Financial Planner™ professional
Retirement Income Certified Professional®

Professional Memberships
National Association of Personal Financial Advisors
Financial Planning Association
CFA Institute

Fiduciary Financial Planner | Retirement Planning | Physicians | Ann Arbor (12)

Trent DeBruin, MBA, CFA, CFP®

CO-FOUNDER AND FINANCIAL ADVISOR


Prior to co-founding MD Wealth Management, Trent DeBruin worked as a partner at a wealth management firm in Chicago. He launched MD Wealth Management with the goal of providing a better, more objective, financial planning experience for physicians and people preparing for retirement. In addition to working with clients, Trent also enjoys providing financial education through MDWM’s podcastThe Physician’s Guide to Financial Wellnessas well as through the firm’s local corporate partnerships with the Washtenaw County Medical Society and Huron Valley Physicians Association.

Trent’s fascination with personal finance comes from his childhood experiences. He grew up in Wisconsin, where his parents were dairy farmers until Trent was five years old when challenges in the industry forced his parents to sell their farm, move their family, and start a small business. Over the years, as the business grew, Trent saw their hard work and responsible financial management pay off. They were able to steadily raise their family’s standard of living, put all three of their kids through college, and ultimately achieve financial freedom to live a lifestyle on their terms, something they couldn’t have imagined in the early years of Trent’s life. Trent is continually amazed by the success his parents realized and is passionate about helping others achieve the same.

Trent lives in Saline with his wife, Jen, and their four children. Outside of work, Trent most enjoys spending time with his family and trying to keep up with the kids’ endless amounts of energy. He appreciates being active in the community, where he serves on the finance committees for Saline Area Social Service and Hope Clinic in Ypsilanti. Trent also has a passion for travel, having visited more than 30 countries over the years. Lastly, he’s a big college football fan, and the fact that Trent is a Notre Dame graduate makes football season in the DeBruin household particularly entertaining since Jen is a proud University of Michigan alum.

Contact Trent

Fiduciary Financial Planner | Retirement Planning | Physicians | Ann Arbor (2024)
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