Skip to main content
Vantage MD WealthFind an advisor
For
Physicians, residents and other clinicians
Status
Accepting questions
Intake
4 short steps

Education only. Please keep patient and health information out of anything you send us.

Using this site

Terms of use

These terms describe how you may use Vantage MD Wealth. If you disagree with any part, please stop using the site.

  • General education, not personal advice.
  • Matching costs you nothing and binds you to nobody.
  • Please keep health information out of every form.

The terms

What you can expect, and what we ask

  • What this site is

    It is a source of general financial education for people who work in medicine, with calculators and a form for meeting a licensed financial advisor. It does not give personal investment, tax, legal, insurance or medical advice. Please keep patient and health information out of the form.

  • Using what you read here

    The words here are covered by copyright as far as the law allows. You may read the pages, print one for your own use and share a short quote with credit to the site. You may not copy the site wholesale, republish it or scrape it for another product. If you need more, ask through the contact page.

  • About the calculators

    Each calculator shows its assumptions on the page. A loan payoff estimate or a retirement projection is an illustration, not a forecast, and your own numbers will differ. Treat every result as a starting point for a conversation, not an answer.

  • How matching works

    Matching costs you nothing, and you owe nothing to anyone you are matched with. A person on our team reads your request and may decline it. If it goes ahead, up to three licensed advisors can receive it. They pay for the introduction and work independently of this site. We are not part of any agreement between you and an advisor. Any fee they charge is set between the two of you, after they give you their own disclosures.

  • If you are an advisor

    An advisor account needs a CRD number we can find on the public SEC record. We can refuse or suspend an account. Fees are shown before you buy, and an introduction does not promise a client. You stay responsible for your own registration, compliance and marketing rules.

  • Limits on our responsibility

    As far as the law allows, we are not responsible for losses that come from using this site, relying on what it says or dealing with an advisor. This does not take away any right the law says you keep.

  • If these terms change

    We may update them. The new version applies once it is posted, and using the site after that means you accept it.