Money. Life. Family. All Connected.
We believe every decision you make is connected to one another and is part of one big picture – your values, your family, your interests and your money.
Independent. Comprehensive. Insightful.
Integrity, honesty, education and empowerment are our core principles. With our support, you grow more confident in your financial decision making and fiscal health, through every stage of your wealth planning and life journey. We all grow together on this path, learning about your needs, finding effective solutions and providing personalized service and advice.
The time is now to start your wealth and financial planning.
Your career is blossoming. You’ve made some great decisions, earned a lauded education. You could say you’ve finally arrived. MD Wealth Advisors knows the intricacies of medical professional practice, so you don’t have to go at it alone. We provide the clarity and experienced insights you need to maintain a growing practice or career, find a healthy balance and achieve that success you’ve dreamed about.
Mohit's Story
A dedicated and diverse financial professional, Mohit Desai arrived in New York from India in 2000. He earned an undergraduate degree in Accounting, while working and attending school full time. For nearly a decade he worked in a financial advisory capacity in roles with major firms including Morgan Stanley Smith Barney (now Morgan Stanley Wealth Management), Fidelity Brokerage Services and Bank of America Private Wealth Management. His time with these large firms shaped his current approach and sparked the formation of MD Wealth Advisors, Inc. After many years working in wealth management and finance, for large firms including Ernst & Young and US Trust, he returned to St. John’s University in New York City to earn his MBA.
In 2017 Mohit was awarded his professional certification as a Financial Planner (CFP) through the Certified Financial Planner Board of Standards, ensuring that he met the rigorous educational, training and ethical standards to serve his client’s best interests. As of 2019, Mohit is a Registered Investment Advisor (RIA) with the Financial Industry Regulatory Authority (FINRA). Mohit remains intimate with his clients and strategic in his approach. His personal touch and holistic, strategic, independent advisement philosophy have been the hallmark of his success as MD Wealth Advisors, Inc.
Mohit lives in New Jersey with his wife, a physician in Summit New Jersey, and two young daughters. His understanding of the financial demands of practicing physicians – their debt loads, professional requirements and wealth management needs – informs all he does for his clients. He understands the challenges and needs of physicians and their families first hand, providing insights unique to these clients. When he isn’t staying acquainted with clients and advising them on their financial journeys, he enjoys quality time with his growing family, rounds of “amateur at best” golf and embracing all activities the outdoors has to offer.
Credentials
