Home page hero banner
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.
... Read more.
Read less.
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.
Recent Event: 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.
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 24, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
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.