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Investment Planning

Only 21% of physicians are “very confident” in their personal financial decisions. You can be.

Physician Advisors has been helping doctors – ONLY doctors – make confident financial decisions for over a decade. We are a family of physicians committed to helping doctors make sound financial choices to protect themselves and their loved ones. With 15 doctors in our founding families and decades of experience collaborating with physicians like you to craft wealth-building plans, we understand doctors’ needs. Our team wants to help you keep your financial life in order so you can focus on what matters most – your patients.

Our Process

Our planning process can help you achieve your financial goals. We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to assist in getting you where you want to be. We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to reach your financial dreams.

Comprehensive Transparent Planning

We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals. Our advisors utilize planning tools that allow them to build financial models based on your personal data and goals as you watch. We want you to truly understand what we are recommending and why so you are confident in the choices you make.

Results-Driven: Your Success is Our Success

We have chosen to offer fee-based advising services to support a collaborative planning process that rewards our team for actions that benefit you. Our incentives are client satisfaction and continuing to expand our relationship with you.

Financial Care for a Lifetime

We prioritize relationships above all else. We plan for the long-term and intend to be your advising partner through your career and lifetime. As registered investment advisors, we are fiduciaries working for you. Just as you vow to look out for your patients’ best interest, we are here to look after yours.

If you have any questions, feel free to simply contact us for a free financial planning consultation.