ThemoneymD.com, LLC

Overview

ThemoneymD.com, LLC is a small, independent registered investment adviser that works primarily with individual and family clients. The firm operates as an allocator, favoring pooled public vehicles for most client assets while retaining the ability to place capital with third‑party alternative managers. Advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers and specialist managers when a client’s needs go beyond in‑house capabilities. ThemoneymD.com, LLC also conducts insurance brokerage activity, which it uses alongside advisory work to integrate annuity and insurance solutions into client plans. Investment preferences skew toward traditional public funds — mutual funds and similar pooled vehicles — for the bulk of client portfolios, but the firm maintains an active allocation pathway to alternative strategies such as private equity, venture capital, hedge funds and real estate through external managers. The adviser does not identify as an ESG investor and currently operates with a non‑discretionary mandate for client assets, meaning clients retain decision authority on trades while the firm provides advice and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices