About Us
The team at Financial Rounds is devoted to empowering physicians to make consistently sound and informed financial decisions.
Our mission is to empower physicians dedicated to taking control of their financial future. We achieve this by offering unbiased, expert fiduciary-based financial advice. Our expertise lies in financial planning solutions and techniques tailored to the unique opportunities and challenges faced by physicians.
WHO WE ARE
Our team is passionate about creating a vibrant and supportive environment where everyone can thrive and grow. We believe in making our work both inspiring and impactful, which energizes our team and keeps us motivated every day. We’re dedicated to making a positive difference in the lives of the physicians we serve, helping them achieve their financial goals with confidence and ease.
Trinity Hollman
Executive assistant
What We Value
Our core values are the foundation of everything we do, every decision we make, and every team member we hire. A financial plan is only viable if it aligns with these core values.
Strive for Excellence
Our clients trust us with one of their most important life decisions: achieving financial independence. Excellence is our standard. We ensure our advice is thorough, accurate, and detailed. We rely on data and evidence, maintaining objectivity and independence.
Honesty and Integrity
Integrity is at the heart of all our interactions. Trust is the cornerstone of our relationship with the retiree community. We always speak the truth, even when it’s tough. Our business model is designed to prevent conflicts of interest, ensuring we remain a trusted source. We always strive to do the right thing.
Treat Everyone with Respect
In a world where common courtesy can be rare, we treat our clients, team members, vendors, and partners with respect. If a client or prospect isn’t a good fit, we guide them to the right resources.
Take Ownership
Financial Rounds is here to help physicians achieve financial independence, and are equally committed to our growth and improvement. We embrace curiosity and continuous learning, aiming for every team member to maximize their unique abilities.
No Toxic Personalities
We are committed to maintaining a respectful environment and have a zero-tolerance policy for toxic behavior. We believe everyone deserves to enjoy their business relationships and interactions, assuming the best in each other.
Diverse Perspectives and Experiences
We are dedicated to building a diverse team environment, culture, and client base
Do you see yourself working here?
Check out our current openings. We might have a great fit for you.