Great place to be! - Anonymous employee MD Financial Employee Review

5.0
25 Oct 2016
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Working at MD Financial was one of the best choices I have ever made. I was looking for a place that was moral, ethical, mentored their employees, and valued people on a personal and professional level. You could almost say a home. MD Financial has provided that. They only do what is in the best interests of their clients. The advisors do not push certain products just for the incentive it may provide. Culture is one of the most important things at the office. They believe in getting your work done, but also having fun. We will spend time going for walks, having a barbecue, or getting together for happy hour. Everyone working at MD Financial is interested in reaching new heights. There are many career opportunities. Some of these include being an advisor, operations manager, insurance specialist, or general manager. The executive team gives each employee the mentorship they desire to reach their full potential. Honestly, there are hard days and things aren't perfect, but it is an incredibly rewarding place to work.

Cons

There are always some downsides. One of the downsides is that the advisors are so good at what they do; they attract at least one new client a week, sometimes multiple clients. A great thing for business, but it can be hard on the staff at times. It requires a significant amount of organization, discipline, and communication to keep up with the workload. However, the team is more than willing to set in and help if it is needed.

Explore other reviews about MD Financial

5.0
14 Feb 2022
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Very supportive staff & management. Focused on employee growth. Fast-growing company, meaning more career opportunities as it grows. Management is highly responsive.

Cons

Benefits are good for a small business, but not as generous as you'd find at a much larger company. Long hours are sometimes expected, but this is only occasionally.

1.0
19 May 2026
Recommend
CEO approval
Business outlook

Pros

Decent entry point into the financial services industry for someone early in their career. You will gain exposure to client service, operations, and basic wealth management processes.

Cons

The culture is one of the most toxic parts of the company. It is heavily driven by fear, ego, favoritism, and office politics rather than teamwork, mentorship, or employee development. There is a constant “who’s smarter” mentality that creates an unnecessarily hostile environment. Management expectations become unrealistic very quickly. The first couple of months are manageable, but once fully onboarded, responsibilities increase dramatically and employees are expected to absorb an endless amount of work without additional support. It was extremely common for employees to come in early, stay late, and regularly sacrifice personal time just to keep up with expectations. The workload and hours expected do not remotely match the compensation. Pay is low for the level of stress, hours, and responsibility expected from employees. Benefits are underwhelming and take far too long to become competitive compared to other firms in the industry. Leadership and management support were very poor. Constructive coaching and development were lacking, while management often appeared more focused on themselves than improving team performance or supporting employees. Advisors are routinely expected to work weekends, further contributing to poor work-life balance. Advancement opportunities are limited and heavily tied to obtaining certain licenses, while the company strongly pressures employees into pursuing them. There was a major disconnect between what was communicated during the hiring process and the actual reality of working there. Stability and support were emphasized, but the work environment ultimately felt disposable and unsupportive. Leadership feels outdated in both management style and expectations, with little adaptability to modern workplace culture or employee well-being.

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