MDB Group

We are an independent financial consulting firm in Los Altos.  Independence means we are brokers for not only Long Term Care and Life insurance but investments as well.  Independence also requires we be held to the fiduciary standard, the highest in the industry.  We are affiliated with LPL Financial, which gives us necessary access to the financial and insurance marketplaces but we are not employees.  This is a key distinction when it comes to providing advice that’s in the best interest of our clients.

Specialties: Uncovering hidden risks before they become problematic and presenting opportunities that were otherwise unknown or misunderstood, thus allowing our clients to make much more informed decisions.