MDT Financial Advisors, Llc

Overview

MDT Financial Advisors, Llc is an independent, individual-owned registered investment adviser organized as a limited liability company. The firm completed SEC registration in 2026 and positions itself as a capital allocator for private clients, focusing on individuals and families. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses; the firm also lists pension consulting services and the selection of other advisers as part of its offering. Compensation structures include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. MDT does not describe itself as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices