Trent DeBruin
MBA, CFA®, CFP®
MD Wealth Management, LLC
Co-founder & Financial Advisor
Trent DeBruin
MBA, CFA®, CFP®
MD Wealth Management, LLC
Co-founder & Financial Advisor
My goal is to help you achieve financial peace of mind while also freeing up time and energy for you to spend on the things you most enjoy. - Trent DeBruin, MBA, CFA®, CFP®
Fee only financial advisor near Ann Arbor, Michigan serving clients locally and remotely.
MD Wealth Management is a fee only financial advisor near Ann Arbor that specializes in working with established physicians and people who are preparing for retirement.
As an independent, fee only, fiduciary financial planner, Trent DeBruin is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
About Trent DeBruin
Trent DeBruin is a co-founder of MD Wealth Management, LLC. Prior to co-founding the firm, Trent was a partner at Driehaus Capital Management in Chicago. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. Trent has a BA in Finance from the University of Notre Dame and an MBA in Finance and Economics from the University of Chicago. He lives in Saline with his wife, Jen, and their four children.
Trent DeBruin is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
MD Wealth Management is an independent financial advisor and retirement planner. As fiduciary financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals, we specialize in working with established physicians and people who are preparing for retirement. By partnering together and implementing our personalized approach to wealth management, we help you clarify and achieve what's most important to you. We provide peace of mind knowing you have a professional helping you make important financial decisions and free up time and headspace for you to do more of what you enjoy.
We also host a personal finance podcast for physicians called The Physician's Guide to Financial Wellness. Feel free to listen or subscribe here.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Physicians
- Approaching Retirement
- Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales or Commissions
Professional Designations & Affiliations
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Trent DeBruin is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Trent DeBruin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Trent DeBruin is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Trent DeBruin is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Trent DeBruin is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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MD Wealth Management, LLC is an Approved Dimensional Funds AdvisorDimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Trent DeBruin
Office Locations:
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109 W Middle St
Chelsea, MI 48118
