Our points of distinction

The MDE Group was among the pioneers in holistic wealth management before it became fashionable. Dating back to 1987, The MDE Group has a proven track record as an industry innovator and developer of creative solutions to help our clients to meet their goals. Many techniques we have developed over the years have now become industry standards.

To understand The MDE Group's client-centric culture, one must also understand the heart of our firm. The MDE Group is more than a collection of professionals working together. We are an extended family, the core of which has been together for more than two thirds of our existence. This enables us to work closely together, support each other both personally and professionally, and develop a consistent service culture that permeates the firm, which is reflected in our client service. In so doing, our clients become part of our extended family.

Our high staff-to-client ratio affords us the opportunity for our teams to devote the time that is required to get to know and deliver the best services to our clients. Our primary support teams typically are responsible for only about 60 families, ensuring that they can devote all of the attention that our clients require and deserve.

Since our founding, The MDE Group has assumed a position of thought leadership in our industry. We continue to deliver out-of-the-box thinking through the proactive development of strategies to capitalize on changes in the marketplace, economy, legislation, and our clients' changing circumstances. These select strategies, the hallmarks of which are transparency, liquidity, and low fees, were born of our expertise developed through many years of assisting our clients to preserve and grow their families' wealth and further distinguish our investment offering from all others available in the marketplace.

The MDE Group's legacy of innovation and thought leadership is further validated by our prior creation of an award-winning application for executive stock option education and analysis. Created before other applications became popularized over the Web, The Option Optimizer™ was honored by being selected as one of the Top 10 Products of the Year upon its launch by Human Resource Executive magazine.

We offer exclusive investment solutions designed with transparency, liquidity and low fees.

The MDE Group offers a series of unique solutions that employ our best thinking for delivering stable returns while assisting our clients in meeting their goals. These select strategies, the hallmarks of which are transparency, liquidity, and low fees, are consistent with our client centric approach, and desire to deliver attractive rates of return with stability and a minimum of volatility.

The MDE Group is a true team whose whole is greater than the sum of its parts. We use a level of group intelligence to develop creative solutions which we continue to incorporate throughout our holistic wealth management process. Our team is a tightly knit collection of professionals holding degrees and designations including, J.D., LL.M., Ph.D., MBA, CFA, CPA, and CFP. We develop consistency in our wealth management process by using our collective brainpower and experience to continuously add to our extensive array of proprietary modeling techniques, and unique investment solutions, all designed to add value to our clients' lives.

We have an excellent client retention rate, as evidenced by consistently high client satisfaction ratings and industry rankings. We are proud that 12 of The MDE Group's original 16 clients are still with us today. The success of our time tested process is proven as our clients have rewarded us with long tenured and deep, mutually beneficial relationships, which, in many cases, span multiple generations within our clients' families.