Team of Experts

We collaborate with a team of highly experienced professionals from the states in which we service.  These professionals specialize in accounting, law, insurance, and estate planning.


Medallion Wealth Advisors has also made a significant investment in technology to create a robust infrastructure to support all aspects of the business integrating client relationship management to trading and research.  We currently work with several companies including Albridge, which provides performance information software; Morningstar, Inc, which offers an investment research platform and Advicent Solutions’ Naviplan, which delivers financial planning software.