Michael Davidoff, CFP^®

CFA,

MND Wealth Management, LLC

182 Kikenny Court
Ann Arbor, MI 48103

FINANCIAL ADVISOR'S WEBSITE

www.mndwealthmanagement.com

(734) 274-9252 CONNECT WITH Michael

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Most clients work with us on an ongoing basis. Fees are determined before entering an engagement and charged quarterly. We offer a project-based service as a way for clients to get comfortable working with us and for us to get to know them.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

MND Wealth Management website

General

Michael Davidoff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MND Wealth Management, LLC in Ann Arbor, MI and the surrounding communities.

Financial Advisor Overview

We are a boutique financial planning and investment management firm based in Ann Arbor, Michigan. We help our clients line up their life goals with their financial resources so that they can focus their time and energy on what matters most to them. We have intentionally designed a business model that reduces conflicts of interest whereby we only get paid from our client fees.

Financial Advisor Experience

Mike, our founder and owner, is a CFP and CFA holder. Mike has worked as an equity analyst for 15+ years and directly with individuals and wealth management for the past 5 years. Mike has an MBA from the University of Chicago and a BA from the University of Michigan.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances