MedVest Wealth Management, LLC

MedVest Wealth Management, LLC provides discretionary and non‑discretionary asset management, financial planning, and referrals to third‑party money managers. The firm’s advisory services are described as generally serving high‑net‑worth individuals and typically include allocations to ETFs, mutual funds, government and municipal bonds, money market funds and individual stocks.

Investment programs are built around each client’s stated objectives, time horizon and risk tolerance, and the firm uses a mix of fundamental and technical analysis when selecting investments; it may be granted trading discretion and performs periodic (typically quarterly) account reviews. MedVest also monitors recommended third‑party managers and discloses that it shares referral fees with those managers while charging asset management fees on a percentage‑of‑assets basis and offering standalone financial planning.

Noteworthy among peers, the firm is owner‑operated and reported no assets under management or client accounts as of December 31, 2025, and the principal maintains outside business activities as a licensed insurance agent and an active physician, which the brochure discloses as potential conflicts of interest. Uncommon for firms in this category, MedVest charges an explicit hourly fee for standalone financial planning and provides planning at no additional cost to clients who place assets with MedVest or its recommended third‑party managers.