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Helping Medical Professionals
Manage Their Financial Health

Wealth management for physicians

We're passionate about helping medical professionals by addressing the specific financial needs of those working in healthcare. 

We are independent, commission-free fiduciaries, working to grow and protect your wealth.

Whatever stage you're in, we are here to remove the stress from your financial life, from starting your career to planning your retirement.

Early-Career

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Mid-career

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Established

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What should I expect?

For the initial meeting, you do not need to bring anything and there are no expectations.  Think of it as a blind date at Starbucks. The initial visit is simply to learn more about each other and see if there is a good fit for a potential long term relationship.  We do not like to make that decision in the first meeting.  

If we feel there is a good fit, the next step is to learn more about you, your family, your experiences with money, and your goals.  We will create a plan, a timeline, and a checklist to ensure that we are both doing all we can to reach your goals.  Once your plan is in place we will meet regularly to ensure you are on track, to run what-if scenarios, and to make adjustments as life changes.  

866-333-4726 |