Personalized Financial Advice
How Can We Help?
As a physician, you have many critical financial decisions to make. You start out with seemingly insurmountable debt, your first real job in years, complex benefit decisions, and no significant assets. Our On-going Financial Planning is designed to guide you through these issues.
On-Going Financial Planning
Your Personalized Financial Care Plan™ will guide through every significant financial decision you need to make from residency through selling your practice.
Investment Management
For doctors who want in-house investment management, our portfolios are built using years of academic research to identify persistent market premiums. We use low-cost, no-load mutual funds and ETFs to build your custom portfolio designed to meet your personal financial goals.
Our Fee Structure
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On-Going Financial Planning |
Starting at $500/month |
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Investment Management Services |
Optional |
Interested in finding our more?
We can help you take control of your finances