MKD Wealth Coaches

MKD Wealth Coaches

MKD Wealth Coaches was founded in 2006 and operates from a single office in Troy, Michigan. The partnership is led by Joseph E. Mackey, who brings an entrepreneurial lens, and Nathan Bohannon, a CFP® and Certified Exit Planning Advisor. The firm was built to serve business owners in the Detroit metro area, a cohort that often requires coordinated advice across personal investment portfolios, operating-company balance sheets, and estate documents. John M. Dankovich, a JD with decades of tenure, remains active as Partner Emeritus, reinforcing the group's emphasis on legally informed wealth transfer. The firm does not disclose the source of its founding capital or any single-family backing. The firm delivers wealth management through two overlapping service tiers: Private Wealth and Family Office. Asset-class coverage stretches across public equities, fixed income, and private alternatives, though the firm's primary tool is a unified household balance sheet rather than discrete fund products. Direct private investments appear opportunistic rather than programmatic; the firm's website highlights custom strategies for entrepreneurs, executives, and multigenerational families. The planning function, directed by Cassie Beardslee, CFP®, AWMA®, embeds tax-awareness into portfolio construction and distribution planning. The team's CPA, Blake Allen, carries an Accredited in Business Valuation (ABV) credential, signaling capabilities around pre-transaction structuring for owner-operators considering a sale. Geographic focus is concentrated in Southeast Michigan, with client relationships extending nationally through virtual delivery. MKD Wealth fields a compact team of 13, including five credentialed wealth advisors and dedicated operations, client-service, and marketing staff. Chief Compliance Officer Tim Mrock oversees the regulatory layer. The firm does not publish its assets under advisement; based on its boutique structure, single-location footprint, and advisor headcount, Altss estimates the practice manages less than $500 million. No adjacent philanthropic foundation, real-asset arm, or club-investment vehicle is publicly named. In 2023, the firm formalized its planning director role with Beardslee's promotion, centralizing a function that had previously been distributed across the partner group (per firm website, 2023). MKD Wealth's structural distinction lies in its credential density relative to size. With CFP®, CPA/ABV, JD, ChFC®, CLU®, AIF®, AWMA®, and CEPA® designations across a 13-person office, the firm mirrors the capability stack of a much larger multi-family office but applies it exclusively to a concentrated regional client base. That architecture lets the firm operate without a product-manufacturing arm or a formal fund-commitment program — the advisor is the platform — which reduces internal asset-management conflicts common in bank-trust or wirehouse models serving the same demographic.