# MEDVEST WEALTH MANAGEMENT

MEDVEST WEALTH MANAGEMENT is a RIA based in Omaha, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, NE, United States
- **Assets under management:** Undisclosed
- **Website:** medvestwealth.com

## Regulatory record

- **CRD number:** 322662
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322662

## About

MedVest Wealth Management, LLC is a firm dedicated to helping physicians and other professionals realize their financial goals. It provides wealth management and financial planning services including debt management, stock market investing, bond investing, retirement planning, and physician practice management. The firm was started by Dr. John Berschback, a practicing orthopedic hand surgeon and financial planner who has passed the Series 65 exam and partners with Tradition Wealth Management, LLC.

## Sectors

- Real Estate
- Healthcare Services

## People

- Michael Yanney — Principal

## Related profiles

- [MEDICURE INC](https://altss.com/profile/medicure-inc)
- [Mega Matrix](https://altss.com/profile/mega-matrix-inc)

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Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/medvest-wealth-management-llc

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