MD Preferred Financial Advisor

Find a Fee Only Financial Planner!
The goals of the MD Preferred Program for a Financial Advisor include:
• Identify and acknowledge service excellence in financial planning services to the medical community through the presentation of the MD Preferred Financial Advisor Service Award
• Create a recognizable icon that helps doctors and medical professionals find reliable, ethical financial advice provided by a fee only financial advisor
• Build an online resource center populated with financial wealth management specialists who are either a NAPFA registered financial advisor, a certified financial planner (CFP), or a fee only fiduciary offering financial planning and analysis
Begin Your Search For a
Financial Advisor
MD PREFERRED NATIONAL SERVICE AWARDS
Automotive
Business & Casual Attire
Concierge
Corporate Incentives
Healthy Living
Home & Office
Hospitality
Insurance
Mortgage
Professional Services
Recreation
Technology
Travel
MD PREFERRED RELOCATION / REAL ESTATE
Real Estate Agencies that specialize in helping doctors sell homes, buy residential or commercial real estate and relocate their families.
MD PREFERRED FINANCIAL ADVISORS
Financial Advisors who are NAPFA registered, fee for service only fiduciaries that place the interests of their clients first.
MD PREFERRED LEGAL SERVICES
Community based, healthcare lawyers that offer a broad range of legal services designed for medical practices, hospitals and their doctors.
MD PREFERRED INSURANCE
Independent insurance agencies that serve medical facilities and private practices offering group benefits and personal policies designed for high net worth, high income professionals.