Trent DeBruin, CFP^®

CFA, MBA

MD Wealth Management, LLC

109 W Middle St
Chelsea, MI 48118

FINANCIAL ADVISOR'S WEBSITE

www.mdwmllc.com

(734) 772-9951 CONNECT WITH Trent

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We operate on a fee-only basis, which means the only way we are compensated is through an annual fee for our professional advice/service and we don't sell investments, insurance products, or collect commissions of any kind.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Website

Podcast

Facebook

Linked In

General

Trent DeBruin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MD Wealth Management, LLC in Chelsea, MI and the surrounding communities.

Financial Advisor Overview

MD Wealth Management is an independent financial planning and investment management firm located near Ann Arbor, MI, serving clients both locally and remotely. We specialize in working with established physicians and people who are preparing for retirement. By partnering with you and implementing our personalized approach to wealth management, we help you clarify and achieve what's most important to you. We provide peace of mind knowing you have a professional helping you make important financial decisions and free up time and energy for you to do more of what you enjoy. As fee-only, fiduciary financial advisors we are never paid a commission of any kind and we have a legal obligation to always act in your best interests. We also host a personal finance podcast for physicians called "The Physician's Guide to Financial Wellness." Feel free to listen or subscribe wherever you get your podcasts.

Financial Advisor Experience

Trent DeBruin is a co-founder MD Wealth Management, LLC. Prior to co-founding the firm, Trent was a partner at Driehaus Capital Management in Chicago. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. Trent has a BA in Finance from the University of Notre Dame and an MBA in Finance and Economics from the University of Chicago. He lives in Saline, Michigan with his wife, Jen, and their four children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Personal Taxes