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When working with MDM Wealth Management, you get tailored recommendations to fit your specific needs. With your goals in hand, we can analyze and evaluate your current financial resources and situation. By looking at investment cash flow, net worth, insurance policies and tax projections—we can determine any areas of issue or concern, identify opportunities and make recommendations in line with your goals.
The measure of our success—and how we differentiate ourselves from other firms—lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are and what we do.
We believe:
Everyone should live the life they want to live
A Financial Plan is the foundation
A disciplined and balanced approach to investing is paramount to success
Success is measured by attainment of your dreams
We are true partners with our clients professionally and personally
Our Team
With over 85 years of combined industry experience, the team at MDM Wealth Management strives to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
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Jeffrey A. Mossbarger, AAMS®
Senior Vice President / Wealth Management, Financial Advisor
Drew G. Deimling, AIF®, AWMA™
First Vice President / Wealth Management, Financial Advisor
Christopher A. Moler, CFP®
First Vice President / Wealth Management, Financial Advisor
Lisa E. Willhoite
Senior Registered Private Client Associate
Samuel A. Mathis, CFP®, CIS™
Account Executive
Taylor M. Morgan
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Process
No needs are more important than your own. At MDM Wealth Management, our client commitment is the same today as it has always been - since our founding, we’ve made your needs, your goals, our own.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We have many extraordinary clients located from coast to coast in the United States, and we want to take some time to spotlight their achievements. Each month a new client will have their time to shine!
Wolfhouse
The Wolf House is now being restored to its original state and will soon become an art museum.
Angel Flight Pilot: Sam Nelson
Sam Nelson, one of our clients, flies around the USA to help people in need.
Coral Reef Scientist John Reed
John specializes in research and conservation of the coral reefs. He’s led many research expeditions in over 40 countries.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.