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MD Preferred Financial Advisor
MD Preferred Service Award for Financial Advisors

Find a Fee Only Financial Planner!

The MD Preferred Service Award is presented to highly qualified Financial Advisor that is a Fee For Service Fiduciary who provides a superior service experience. Look for the MD Preferred Service Award when selecting the Financial Advisor that will help you and your family plan for the future.

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


 

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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.