Built by people who have done this since 2018.
MedVía's founding team has built and delivered embedded Medicare guidance inside the credit union industry since 2018. For eight years the work did one thing: help members through the Medicare decision with a licensed advisor who answered to their credit union. In 2026 we productized it so every credit union can offer it to their members.
Licensed advisors, real conversations, and a yearly review for every member we serve.
Whitepaper
Built Inside: Why Credit Unions Must Lead the Retirement Health Transition
By Justin Valenzuela, Warren Barhorst, and David Hollingsworth. The case for treating Medicare guidance as an extension of the credit union mission, the trust architecture that makes it work, what eight years in the credit union industry taught us, and why the coming wealth transfer makes the 65-year-old member the most important household in the branch.
Leadership
Advisory Board
Credit union, legal, finance, and academic leaders who advise MedVía. The three founders also serve on the board.