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FAQs and the MD Financial Difference

Book a Consultation

How We Help
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FAQs and the MD Financial Difference

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Disclaimer: please note that the MMFD podcast is not intended to provide individualized investment advice. The information discussed here is general in nature and should not be considered a recommendation or endorsement of any particular investment or financial advisor. Always do your own research and consult with a qualified financial professional before making any investment decisions.

As a registered investment adviser, we are now required to provide clients a new Client Relationship Summary document known as “Form CRS”. This form is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.

The purpose of the form is to provide clients and prospective clients with clear and succinct information regarding key aspects of investment advisory and brokerage relationships. The new form includes summarized information about services we provide, fees we charge, how our advisors are compensated, industry practices, etc. It also references where you can find additional information in our Form ADV Part 2 Disclosure Brochure, which we can provide you at any time free of charge or you can access from the SEC’s Investment Adviser Public Disclosure (IAPD) system at www.adviserinfo.sec.gov. Please feel free to reach out to any member of our team if you have questions. We appreciate the opportunity to serve you.

Investment advisor offering Investment Advisory services through Vestment Financial / MD Financial.

Although Vestment Financial / MD Financial, is registered in various states, the firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve rendering of personalized investment advice for compensation will not be made without registration or exemption.

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