MD Financial Advisors

MD Financial Advisors is a financial planner in Chanhassen, MN. The firm provides specialized financial services solutions for doctors, including physicians and dentists, both locally and nationwide. Their expertise covers investment strategies utilizing Modern Portfolio Theory, retirement planning, debt management for student loans and mortgages, and disability insurance to protect professional income. They also assist medical residents and fellows with contract reviews and home buying analysis.

The firm is led by Chief Financial Advisor and CEO Katherine Vessenes, JD, CFP®, who utilizes her background as an attorney to address the complex financial needs of medical professionals. The advisory team includes Josh Lantz, CRPC®, who brings over 16 years of experience and has developed financial plans for more than 500 doctors. MD Financial Advisors offers flexible meeting options, providing both in-person consultations at their Chanhassen office and virtual meetings via video conference to accommodate clients across the country.

Located on Stone Creek Dr, the office is situated near the Chamber of Commerce and Bluff Creek. The area is also close to the Bluff Creek School Recreation Center and Sugarbush Park, with easy access to the Prince Rogers Nelson Memorial Highway.

MD Financial Advisors is recognized for maintaining well-documented business information that provides clarity for prospective clients. Their commitment to professional excellence is reflected in their high standing and the specialized expertise they bring to the medical community.

MD Financial Advisors provides essential wealth protection and growth strategies for doctors in Chanhassen and throughout the nation.