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.
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 college requires 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 provide a personalized plan designed to meet your 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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
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.