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What Drives Us

We help doctors confidently prepare for their future and avoid financial pitfalls that could cause serious harm to practices and lives.


Serve doctors with the same dedication they serve patients


Every physician family we serve builds significant wealth to achieve positive change in their community


To help doctors make confident financial choices every day


ONLY 21% of physicians feel very confident they are making the best personal financial decisions. 3

We are changing that.

Physicians do have unique financial needs and deserve to work with advisors who understand them.

  • Medical students graduate with an average of $170K in student loans 1
  • 36% still owe over $200,000 after 5 years in residency 2
  • Physicians’ number one personal financial concern is having enough money to retire
  • 62% have less than $1MM in retirement savings (over 20% of those are over 61) 3

Doctors invest a lot in their ability to serve us – their patients. We admire their commitment, their hard work, dedication, and the difference they make in their communities.

We have seen our physician family members make mistakes, be abused financially, and struggle to rebuild wealth.  We think physicians deserve much better than that given the sacrifices they make for all of us.

Just as you vow to look out for your patients’ best interest, we vow to look out for yours.  Because at the same time you are caring for your patients’ health, you need someone caring for your financial health.  You need someone in your corner. Someone you can trust to offer you balanced guidance.

That is at the heart of why we do what we do.

How financially confident are you? Be confident. Contact us today.