JOSH LANTZ

CRPC® / Chief Investment Officer, Financial Advisor

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(888) 256-6855 ext. 408

With over 15 years of financial planning experience, Josh has worked on more than 500 doctors’ financial plans. “It’s very hard to find a doctor’s situation I haven’t seen before,” says Josh. This is only a snapshot of the expertise Josh brings to MD Financial. When he is not meeting with doctors Josh oversees the portfolio management for the firm.

Josh is committed to helping all of our doctors feel more secure about their financial future. “In order to do that I know it takes not only the educational training of my profession, but also attention to detail, an understanding of the unique circumstances and stressors our doctors face, and clear communication of a complex financial world. A high level of service is very important to our doctors, and we are happy to help them, we consider it an honor to serve who we do,” Josh explains. With sharp organizational skills and a critical eye to detail, Josh works diligently with all of our teams to coordinate and deliver that exceptional level of service.

““A high level of service is very important to our doctors, and we are happy to help them” ”

— Josh Lantz

Josh previously worked with Ameriprise Financial Advisor’s #2 nationally ranked team. Since joining the MD Financial Team Josh has received numerous industry honors:

When not working, Josh enjoys skiing, getting out on the lakes, mountain biking, and hanging about with his wife Rayna, and their two kids, Charlie and Kenley.

(1) To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:

Conducts comprehensive research
Recognizes service professionals
Partners with leading city/regional magazines
Helps award winners gain the recognition they deserve

(2) This paid directory is a yearly feature. It grants Medical Economics readers access to advisers with special experience in meeting the unique financial goals and challenges of physicians.