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MD Financial Advisors - Financial Planning for Doctors

About Us
Meet the Team
Join Our Team!
Resources
Client Log In
Blog
Podcast
Videos
Disability Insurance
Other Student Loan Forgiveness
Disclosures
How We Help
Our Process
FAQs and the MD Financial Difference
Contact
Book a Consultation
March 19, 2026
Financial Planning, Career, Budget
Alyssa Miranda
Dr. Grenier’s Quick Financial Tips for Doctors

Would you like a peek into what successful doctors are doing with their own finances?

In this week’s episode of More Money Minutes for Doctors, CEO and President Katherine Vessenes, JD, CFP©, sits down with Dr. Nicole Grenier, MD, for another segment of “Quick Financial Tips from Your Colleagues”. Dr. Grenier shares how she balances her work as a dermatologist with her passion for travel while still being successful with her finances.

Dr. Grenier’s Quick Financial Tips for Doctors
March 4, 2026
Financial Planning, Taxes
Alyssa Miranda
Doctors, Are You Confident About Your Taxes? ...

How confident are you actually feeling about your taxes? CEO and Founder, Katherine Vessenes, JD, CFP©, sat down with Vivian Le, CPA to discuss what doctors should be doing to make their taxes easier in today’s episode of More Money Minutes for Doctors.

Doctors, Are You Confident About Your Taxes? [Podcast]
February 3, 2026
Budget, Financial Planning, Career, Savings
Alyssa Miranda
Dr. Clyne Answers How Can Doctors Put their ...

Have you ever wondered how you could make your financial life simpler, easier, and maybe even get it on autopilot?

Katherine Vessenes, CEO and Founder of MD Financial Advisors, sat down with Dr. Brian Clyne for the third episode of More Money Minutes for Doctors’ latest series Quick Financial Tips from Your Colleagues. She asked Dr. Clyne, an emergency medicine doctor, what good money choices he has made over his career and what choices he would have made differently.

Dr. Clyne Answers How Can Doctors Put their Finances on Autopilot [Podcast]
January 28, 2026
Budget, Financial Planning, Career, Savings
Alyssa Miranda
Money Tips from your Doctor Colleagues Dr. ...

What are two money tips that successful doctors have for younger doctors?

In the second episode of More Money Minutes for Doctors’ new series, Quick Financial Tips from Your Colleagues, Katherine Vessenes, CEO and Founder of MD Financial Advisors sits down with Dr. Andrew Caraganis and Dr. Emily Van Kirk to get their tips.

Money Tips from your Doctor Colleagues Dr. Caraganis and Dr. Van Kirk [Podcast]
December 9, 2025
Budget, Financial Planning, Career, Investing, Savings, Retirement Planning
Alyssa Miranda
Money Tips from Dr. Mozdzanowski [Podcast]

What if there were just two things you could do to make your financial future brighter? 

Katherine Vessenes, CEO and Founder of MD Financial Advisors, asked Dr. Chris Mozdzanowski this in the first of More Money Minutes for Doctors’ new series, Quick Financial Tips from Your Colleagues. Click the link below to watch the video or read more about her interview with Dr. Mozdzanowski.

Money Tips from Dr. Mozdzanowski [Podcast]
  • Budget
  • Career
  • Financial Planning
  • Investing
  • Mortgage
  • Real Estate
  • Retirement Planning
  • Savings
  • Services Offered
  • Taxes
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Disclaimer: The views expressed represent the opinions of MD Financial as of the date noted and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person. The information contained has been compiled from sources deemed reliable, yet accuracy is not guaranteed. 

Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Past performance is not a guarantee of future results.

As a registered investment adviser, we are now required to provide clients a 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.

Please feel free to reach out to any member of our team if you have questions. We appreciate the opportunity to serve you.

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