Our Clients include successful professionals, business owners, and other high-net-worth individuals. MDL serves young and established families, professionals and business owners of any age, and pre-retirees and retirees.
From time to time, MDL assists Clients who have suddenly received a large windfall from an inheritance, the sale of a home, or even lottery winnings. They often need more time and advanced financial expertise to manage their new fortune, but they know that working with a well-designed financial plan can protect and grow their newfound wealth.
Our Clients are usually heavily scheduled with professional and family obligations, and they do not have a large appetite for risk with their core financial assets. They turn to MDL as they would rather entrust the growth of their financial assets to an unbiased advisor with wealth and investment management expertise.