About MD Wealth Advisors
MD Wealth Advisors is a member of MD Advisors Group. Our mission is to provide the highest level of financial advisory services to our clients, earning their trust and confidence through our honest and knowledgeable approach.
Randy E. Milbrett, CPA started MD Wealth Advisors in 1998. James H. Dauk joined the firm in 2014. Randy's and Jim's experience as CPA's make them uniquely qualified to advise and review their clients' financial situations, taking into account income tax considerations in the decision making process. Randy holds Series 7, 63 & 65 securities registrations and he is currently registered in Minnesota. Jim holds Series 7 and 66 securities registrations. He is currently registered in Minnesota and South Carolina.
Randy and Jim are Registered Representatives for Cetera Financial Specialists LLC and an Investment Adviser Representatives for Cetera Investment Advisers LLC. Based in El Segundo, California, Cetera Financial Group provides comprehensive broker-dealer services, innovative technology, and competitive advisory programs for approximately 6,500 financial professionals and more than 600 financial institutions affiliated with its four independently managed broker-dealers: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Institutions LLC and Cetera Financial Specialists LLC.
Committed to using their collective knowledge and experience in service to and for others, Cetera is focused on the growth of its affiliated financial professionals’ independent practices by giving them the industry and market insight, technology, resources and solutions they need to better focus on helping their clients pursue their own financial goals.
MD Wealth Advisors is committed to providing the highest level of financial services to its clients. We are dedicated to serving our clients’ best interest with a knowledgeable and professional manner, to earn their trust and confidence by operating in an ethical and financially sound manner, and strive to exceed our clients’ expectations in the process.
MD Wealth Advisors is committed to maintaining your financial health for life and beyond. To support this commitment and to guide the actions of our employees, we believe in the following core values:
We strive to understand each client’s individual needs to provide them services that will help them accomplish their goals. To achieve this, we created the iReach method to develop and practice the following core values, and we continually ask ourselves, "Did iReach today to provide outstanding customer service?".
Integrity is honesty, openness, and demonstrating mutual respect and trust in others. We will demonstrate integrity by upholding high ethical standards and conducting business in a manner that reflects well upon the reputation of the company and our clients.
Respect will be granted to all clients and will be extended beyond to include respect of our clients’ private and personal information.
Education is vital to providing the highest level of service. We support and encourage our employees to continue their education through workshops and seminars, and provide them with the tools they need to stay current with the ever changing trends in the industry in order to offer the most knowledgeable and current information available.
Agility is our ability to respond to change rapidly and accurately without losing vision of our mission and values. The ever changing trends of the industry and ups and downs of the markets require agile actions by us to help ensure our clients are in control of their investments.
Customer Satisfaction is our ultimate goal. Without the satisfaction of our clients we wouldn’t be in business. Our clients are the foundation of our company and we promise to uphold the highest level of service throughout our professional relationship.
Honesty is key to every relationship. We will provide honest, straightforward information to all our clients in order to create and preserve long lasting relationships while maintaining your financial health.