Financial Advisors for Physicians

Filter our directory of physician-friendly advisors based on what services they offer, and how they make money.

Andwise: Helping Physicians Achieve Financial Freedom

We've created a web-based directory of financial advisors specifically tailored for the physician community, offering transparency, clarity, and easy access to information.

Please note: Andwise is not affiliated with any of the advisors listed and does not receive compensation for their presence in our directory.




🔍


Fiduciary Financial Planning and Investment Management in Anchorage, Alaska.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): I help anesthesiologists & pain management physicians get answers for their most pressing financial needs. My firm's services could be a good fit if you're looking for: Evaluating contracts to understand compensation and practice models. Making the most of an increase in pay as a new attending. Fiduciary-standard financial planning and investments. Assistance in optimizing your employer benefits. Understanding market dynamics relating to your employment. Strategic thinking re: private practice ...

💁 Advisory Services Offered

  • Financial planning services
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

💲 Compensation Options

  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for early-career professionals across more than 40 states. Aptus also delivers high-impact corporate financial wellness programs and retirement plans for companies and organizations across the country....

A trusted financial planner specializing in doctors with student loans looking to pay off student loan debt and start a practice.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Financial planning firm serving early career dentists and physicians with student loans and diligent savers within 10-years of retirement.

We help our clients treat their student loans, reduce taxes, and invest smarter....

Artemis Financial Advisors is a financial planning firm in Boston, MA, specializing in wealth management and retirement planning. Schedule a review today!

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Artemis Financial Advisors is a fee-only independent registered investment advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by working with them to develop and implement a comprehensive financial strategy.

Artemis offers fully integrated financial planning and investment management services. We also have a specialty in divorce financial planning, utilized by individuals prior to and during the divorce process.

Thro...

Aspen Wealth Management specializes in retirement planning and has over two decades of experience successfully guiding retirees into their retirement dreams.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges

Company Description (LinkedIn): Aspen Wealth Management | 100 followers on LinkedIn. Independent, fee-only, financial planning and investment advisory firm based in Fort Worth, TX | Aspen Wealth Management is a fee-only, comprehensive financial planning firm located in Fort Worth, TX. Aspen Wealth Management offers an honest and transparent approach to financial, retirement, tax and investment planning for individuals, families, and small businesses, with an emphasis on building relationships. The firm’s planning process and ...

Blankinship & Foster is a fee-only advisor and fiduciary, providing thoughtful and caring financial planning and/or investment management advice to pre-retirees, retirees, and women in transition. The firm's goal is to give clients clarity, confidence, and direction for their financial future.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Blankinship & Foster, LLC is an independent, fee only family wealth advisory firm. The firm's national reputation for excellence is based on our long-term commitment to the #financialplanning process, the financial planning profession, and responsible #investmentmanagement. We are dedicated to upholding the highest standards of objectivity and ethical behavior.

Blankinship & Foster was founded in 1989 as a general partnership and was reorganized as a California Limited Liability Company (L...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Caligiuri Financial is a Fee-Only Financial Planning and Investment Management firm serving in a fiduciary capacity....

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families.

Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anyt...

We are a fiduciary firm offering wealth management for a flat fee through an evidence-based investing approach so our clients can enjoy a stronger retirement.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): We help people thinking about retirement replace their financial anxiety with a relaxed confidence about their future. What sets us apart? We have a deep specialty in retirement income planning Bradley Clark is one of only 2% of advisors holding both the CFP and RICP designations We charge a simple fixed flat fee, unlike the 95%+ of advisors earning commissions or percentages We are one of a small percentage of firms approved to offer funds from Dimensional Fund Advisors, the leader in evidence-...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Independent Financial Advice for the Next Generation...

Independent, Fiduciary, Fee-Only Financial Advisor for Physicians, Dentists, and other Healthcare Professionals | Comprehensive Financial Planning for Doctors

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

💲 Compensation Options

  • Fixed fees (other than subscription fees)
  • Other

Company Description (LinkedIn): We specialize in working with physicians, dentists, and other healthcare professionals nationwide to help them achieve and maintain financial security. As fiduciaries, we always place the best interests of our clients first. To learn more, visit our website at https://www.CFPforDoctors.com....

CPR Investing is a state registered Investment Advisor offering advisory services for retirement accounts and planning for your future

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Established CPR Investing Licensed Investment Advisor Evaluate & implement investment allocation plan for clients Research market fluctuations Conservative approach to maximize returns Licensed in Casualty and Health Insurance...

Doctors Financial Services is a private comprehensive financial services firm located in Houston, Texas. We provide comprehensive wealth planning strategies and customized financial solutions for doctors, accompanied with highly tax efficient structures, and consulting services on investments and

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Market timing services

💲 Compensation Options

  • A percentage of assets under your management
  • Performance-based fees

Company Description (LinkedIn): We offer comprehensive financial services dedicated to Doctors and High Net Worth Business Owners . Our mission is to assist our clients to achieve financial peace of mind by providing comprehensive wealth planning strategies accompanied with highly tax efficient structures, investments and insurance that grow and protect their wealth providing the ability to maintain their lifestyle in the present and the future. Ultimately, preserving their legacy that can be passed to future generations....

Our mission is to help investors adhere to a disciplined strategy that is crafted to build and protect wealth amidst varying investment climates.

💁 Advisory Services Offered

  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management

We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Family Wealth Advisors offers holistic wealth management services to successful individuals and families through its team of professionals with backgrounds in financial, legal and tax planning. Our mission is to be your trusted advisors....

Fee-Only Financial Planner in Boston and Cambridge, MA.

💁 Advisory Services Offered

  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

💲 Compensation Options

  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Fee-Only, hourly, as-needed financial planning and investment advisory services...

Meet 360° wealth management—tailored to your career.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Forme Financial is a first of its kind, highly specialized advisory tailor made for physicians. Diligently researched, we are focused on the unique challenges, desires and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future....

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Foster Financial was founded by Wharton School of Business alum, Bradley J. Foster, in 2013. Since inception, Foster Financial has acquired and assembled a portfolio north of 1.5M square-feet of office product in the Greater Detroit area as well as developed an in-house property management team and a construction company to help manage on-going build-outs and projects at the various properties....

Fox & Company Wealth Management provides fee-only financial planning and investment management services, specializing in doctors, business owners and single women.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): IT’S ALL ABOUT YOU

Do financial decisions tend to overwhelm and paralyze you? Do money habits affect your relationships? Do you spend more when you’re feeling stressed? Do you want to follow a financial plan – but don’t know where to start?

Money is very personal, yet complex. The consequences of your financial decisions can affect you for decades. Fox & Company Wealth Management is fee-only financial planning and investment mangement firm, with offices in the Paducah and Mayfield...

Are you looking for DFA Advisors? FPL Capital provides - Low Cost DFA Advisor, Flat Fee Advisor, Dimensional Fund Advisors, and DFA Funds vs. Vanguard Funds services.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): FPLCapital.com is owned and operated by FPL Capital Management, LLC. FPL Capital Management is a registered independent advisory firm that offers comprehensive wealth management services to individual investors. FPL Capital Management is based out of Metairie, LA (just outside New Orleans, LA) was founded by Michael George in 1997.

Since 1997, FPL Capital Management has been focusing on providing integrated and customized investment advice, wealth management, and financial reports to clients ...

You deserve the peace-of-mind and independence that comes from working with a fee only financial planner at Gold Medal Waters.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. As of today, we mainly operate throughout Colorado and Illinois; including Boulder, Denver, Fort Collins, Colorado Springs, numerous sma...

Hillcrest Financial Group provides financial planning services for individuals, families, healthcare workers, and businesses in Cincinnati, OH

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Integrated Capital Management | 54 followers on LinkedIn. Engineering your financial future. | Integrated Capital Management is a Comprehensive Wealth Management Firm which specializes in assisting business owners, corporate executives, physicians, attorneys, and high net worth individuals in meeting their personal financial goals. This includes services such as Personal Financial Management, Retirement Planning, Estate Planning, Risk Management and College Planning.

We understand that in ord...

Leading wealth management and financial planning services in Colorado. Our services include retirement planning, investment planning & management, and more.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges

Company Description (LinkedIn): Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner. To us, the word “integrity” means always putting the client first, doing the right thing, and eliminating any conflict of interests.

After working in financial advisory industry over the past 20 years, the team at Integrity Wealth Solutions realized that the advisor’s bottom line should not come first; the client’s needs, interests and success should.

Thus, Integrity We...

Company Description (LinkedIn): John M. Sklencar, CPFA, RFC is Fiduciary Wealth Advisor and President of Physicians Private Client Group (PPCG), an Award-Winning Wealth Management Firm located in Southeastern Pennsylvania that focuses in providing Highly-Customized, Cost-efficient 401(k) Retirement Plans, Employee Benefits and Individual Retirement Income Plans for folks nearing or already retired. For over 35 years, PPCG primarily focuses on helping Medical/Dental Practices, Physicians, Dentists and Medical Professionals. ...

We are a financial firm providing a network of resources that empower our colleagues and clients to flourish. Larson will get you there.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): An advisory group providing specialized services for physicians such as contract review and negotiation, insurance, investment management and financial planning. Since 1982, the expertise of our advisors has benefited physicians at over 300 medical centers, hospitals, and medical schools, which includes over 900 residency and fellowship programs, and has reached all specialties....

Our wealth management experts help you to design a roadmap for the financial future and retirement goals you want to achieve. Give us a call today!

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management

Company Description (LinkedIn): We were founded with the goal of assisting our clients in every aspect of their financial lives. We encourage you to call us at 1-800-741-0380 to learn more.

McDonough Capital Management provides customized financial planning services on a one on one basis. We focus on retirement planning, investments, wealth management, business planning, tax planning, 529/education planning, estate planning, insurance planning, and tax preparation.

As an Independent Registered Investment Advisor and Certifi...

PLAN. PROTECT. PROSPER.© Financial services solutions for doctors.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): MD Financial (US) | 356 followers on LinkedIn. MD Financial's team of experts provides independent, specialized Financial Planning solutions exclusively for doctors. | MD Financial's Team of experts provides independent, specialized financial solutions exclusively for doctors. As their personal CFO, we help busy physicians and dentists simplify complex financial affairs, build wealth, and protect their financial future.

There are many financial products in the market, and so choosing the ones t...

MD Wealth Management is a fee-only financial advisor and retirement planner located near Ann Arbor, MI. We specialize in working with established physicians and people who are preparing for retirement.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): MD Wealth Management is an independent, fee-only financial planning and wealth management firm located near Ann Arbor, MI. We specialize in working with physicians who want help managing their financial lives. By partnering with our clients and implementing our comprehensive approach to financial planning and investment management, we help people clarify and achieve their financial goals. We provide our clients with peace of mind knowing they have a professional helping them make important finan...

Tax-Efficient Financial Planning and Investment Management

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Medicus Wealth Planning specializes in comprehensive financial planning for physicians and retirees. We take a fee-only holistic approach to financial planning and investment management. We believe every client should have a financial plan that is updated at least every six months, a low-cost diversified portfolio, and an advisor they can trust and work with to help them achieve their short and long term goals....

💁 Advisory Services Offered

  • Financial planning services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • Fixed fees (other than subscription fees)
  • Other

Company Description (LinkedIn): My Financial Coach (MFC) | 473 followers on LinkedIn. A financial wellness company with a mission to improve financial results by using the right people and technology. | My Financial Coach: Turning Financial Literacy into your workplace wealth.

My Financial Coach (MFC) seeks to fill a portion of the financial literacy gap by offering hands-on, unbiased education at the intersecting points between employee benefits and personal assets - where workplace wealth takes root.

MFC gives you an easy-...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): We are Wealth Management Advisors for Those Seeking Peace of Mind.

Navigo Wealth Management is an independent, fee only Registered Investment Advisory (RIA) firm based in Sugar Land, Texas. We bring a professional wealth management approach to managing the assets of our clients in a manner that puts our clients’ needs first. Since our inception in 2008, we have operated as a Fiduciary to our clients, and we do not take that responsibility lightly. We have a presence across the entire greater Ho...

Retirement & Financial Planning for individuals over age 50. Fiduciary Financial Advisor and CERTIFIED FINANCIAL PLANNER™ in Park City, Utah.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Get Clarity, Confidence, and Trusted Advice From a Flat Fee, Fee-Only Financial Advisor. Wealth Management, Financial Planning and Tax Planning For Healthcare and Technology Professionals.One Fee For Assets Managed Under $3MM. Welcome! Hi! I'm Jake, and if you're here, it's likely that you're looking for wealth management or clarity around your current and future financial condition.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Advice-Only Fiduciary for Medical Professionals

💁 Advisory Services Offered

  • Financial planning services
  • Educational seminars/workshops

💲 Compensation Options

  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Advice Residency is a safe place for medical students, residents, and fellows to get physician-specific financial advice....

Fee-only Financial Planning Firm Specializing in Young Physicians. Located in Fresno, California.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Panoramic Financial Advice provides the highest quality in investment management and financial planning services to doctors, nurses, dentists, pharmacists, and other medical professionals, as well as family stewards. Panoramic Financial Advice is a California Registered Investment Adviser located in Fresno....

Pastore Financial Group serves the needs of physicians, high net worth families and people in transition throughout the country. We offer Physician Financial Educational Programs and Services by our team members that have 65+ years of comprehensive wealth management experience.

💁 Advisory Services Offered

💲 Compensation Options

Company Description (LinkedIn): Pastore Financial Group (PFG) | 24 followers on LinkedIn. Pastore Financial Group (PFG) serves the needs of : Physicians in all stages of their careers People in transition and Affluent families with sophisticated wealth transfer strategies.

Physicians: We help medical students, residents, fellows and new attending physicians get out from under the crushing amount of federal loans they incur during medical school. Our Complementary Public Service Loan Forgiveness (PSLF) Assessment helps the...

We help guide doctors from overwhelming debt to financial independence. Investing, tax planning, student loans, and retirement solutions

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Welcome to Personal Choice Financial Advisors, LLC. We work with families who enjoy using their finances and talents to achieve a happier, more fulfilling life with the people they care about most. Our clients look to achieve financial independence through a proactive relationship and understanding of their finances.

Our goal is to help you achieve the life you desire most.

We began in the mid 1990s serving Procter & Gamble employees, retirees, and their families. They have referred loved ones...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

💲 Compensation Options

  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): The most important thing about money is having enough to take care of your family. As a fee-only financila planning firm, we help physician families make a plan and get on track with goals like paying off student loans, buying a home, saving for college and investing for retirement....

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Financial planning and investment management for doctors and physicians

Company Description (LinkedIn): At Physician's Wealth Solutions we take pride in aiding physicians in the pursuit of financial security so they can live by design and focus on what matters most. Our promise is to unveil the path to your financial goals through individualized and physician centered financial planning. Furthermore, at PWS we devote our time to fully listen, understand, and know our clients. We incorporate our client’s goals and ambitions into a comprehensive planning process that empowers them to build a lasting...

Life is busy. Physician’s Resource Services helps medical professionals find the time and resources to build a strong financial foundation.

Company Description (LinkedIn): We’re proud to be one of the nation’s largest presences in physician residency programs, providing disability insurance and resources for residents, fellows and practicing physicians.

We understand that the demands of a rewarding career leave you little time to plan your financial future. Here at Physician’s Resource Services, we provide personal, business and estate planning services to physicians, business owners, and their families.

We help our clients crystallize their objectives and work...

Physicians Financial Design is geared toward helping young physicians with their financial planning needs. We help new doctors by implementing student loan, investment, and insurance strategies for a brighter financial future.

Company Description (LinkedIn): We offer investment, insurance, and financial planning solutions for young physicians. We strive to reduce physician burnout by alleviating the burdens caused by the unique and complex financial situations that doctors often face. We use an educational approach to provide personalized planning and support for each physician we have the privilege of working with....

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Physicians Financial Services specializes in the unique financial needs of doctors and their families, as well as other productive individuals. A national practice, PFS has administrative offices in Omaha, Nebraska.

Our philosophy is based on findings from the Doctors Economic Research Project, a specialized area of inquiry that evolved from a privately funded research project initiated in 1971 to study the economics of productive individuals’ lives.

Early findings indicated unique deficiencie...

Just another WordPress site

💁 Advisory Services Offered

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management

Company Description (LinkedIn): At Physicians Wealth Solutions, LLC, we work with our clients to develop diversified individual portfolios to decrease risk and achieve investment return.

We focus on helping you build financial independence and a secure retirement, and our business is structured accordingly:

We require no minimums in accounts or portfolio size to work with you.
We ask for no retainers.
Our flat management fees start as low as 0.5% per year. 
We do not charge for Financial Plans (other...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

💲 Compensation Options

  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): No matter where you stand on the path to wealth, financial planning will empower you to reach your goals.

As a full service financial planning firm, we design comprehensive plans that span investments, insurance, tax planning, retirement and estate planning—making us your singular and unbiased guide to navigating life’s most critical financial transitions.

Whether you are in the earliest stages of wealth creation, building wealth for your growing needs or sustaining the wealth you’ve work...

Come see how Pocket Project helps young professionals and recent graduates with their finances.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • Hourly charges
  • Fixed fees (other than subscription fees)

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Serving the uniquely complex needs of physicians, particularly those going through a divorce....

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Prolific Solutions for Physicians | 73 followers on LinkedIn. A trusted physician partner for more than 60 years, we provide comprehensive solutions tailored to our clients' needs. | A trusted partner of physicians for more than 60 years, we provide comprehensive financial planning tailored to our clients’ unique needs and goals.

At Prolific Solutions, what drives us is a belief that you deserve expert financial advisors who serve you with the same kind of unwavering integrity, dedication and...

Pulse Financial Planning is a fiduciary fee-only financial planner and financial advisor for healthcare professionals serving clients in Rochester, MN and nationwide.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Pulse Financial Planning helps healthcare professionals organize, invest, and protect their finances.

Pulse Financial Planning was founded with a commitment to 4 core principles:

Fiduciary We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. At Pulse Financial Planning, we’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own (no exceptions, ever).

Fee-Only The only compensation w...

💁 Advisory Services Offered

  • Financial planning services
  • Other

💲 Compensation Options

  • Fixed fees (other than subscription fees)
  • Other

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): The Rialto Wealth Management Financial Resources section provides insightful information on everything from new and advanced investment strategies, creating and diversifying your portfolio, planning for retirement, estate planning essentials, employee benefits plan management, and much more. Explore a wide array of the most important financial topics....

Need a fee only financial advisor? Check out Rockbridge Investment Management and their expert team of fee-only certified financial planners in CNY.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Rockbridge Investment Management | 208 followers on LinkedIn. Uncommon Attention. Unrivaled Advice. | Welcome to the Rockbridge Investment Management's LinkedIn page.

Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients....

Rx Wealth Advisors is a physician-focused wealth management firm offering specialized financial advice for physicians.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Rx Wealth Advisors is a physician-focused financial advisory firm. Their primary focus is to help medical doctors maximize their earnings, keep more money in their pocket, and cultivate wealth so they can live the life they’ve earned and deserve. Rx Wealth can be reached at 412-227-9007, via email at croe@rxwealthadvisors.com, or on the web at rxwealthadvisors.com....

We Provide Fee Only Fiduciary Financial Planning For Retirement, College, & Inheritance. Independent Fee Only Advising in Winston-Salem. Schedule a Free Initial Consultation.

💁 Advisory Services Offered

  • Financial planning services

💲 Compensation Options

  • Hourly charges
  • Fixed fees (other than subscription fees)

At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management

Company Description (LinkedIn): As physicians themselves, our company founders have first-hand experience with the financial issues and challenges commonly faced by physicians. They also have over 40 years of experience between them as professional investment advisors helping other physicians and their families secure their financial futures. This unique history provides Shearwater Capital with an unmatched background and core competency in serving the investment management and financial planning needs of our physician clients...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Solari Financial Planning is a fee-only firm guiding clients toward their unique goals—both in person and through online financial planning.

Our mission is to provide reliable, affordable financial advice to young professionals. We specialize in helping you to balance what is often a limited cash flow. This includes mortgage planning, retirement planning, helping you to pay down student loan debt, saving for your children’s education and more.

As a Certified Financial PlannerTM (CFP) wo...

💁 Advisory Services Offered

  • Financial planning services
  • Educational seminars/workshops

💲 Compensation Options

  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): STKeros Financial Planning, LLC (www.stkplanning.com) is a Registered Investment Advisory firm which provides financial planning, investment management and tax-preparation services to clients with all levels of income and net worth. However, we have particular experience serving clients working in healthcare and the health-related sciences....

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Target Rock is a fee-only fiduciary firm with two experienced and thoughtful advisors. Our "Big Why" is to connect our passion for financial markets to our clients' lives, and empower them to point their wealth explicitly towards its highest purpose.

We believe when people define the purpose behind their wealth, it tends to propel its long-term growth. We help our clients build financial management vehicles that carry their families in a clear, intentional, and desirable direction.

Target Rock...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Targeted Wealth Solutions, LLC is an independent Registered Investment Adviser that provides comprehensive wealth management across all stages of our clients’ lives.

No sales — just an uncompromising and passionate dedication to service.

We believe in integrity, transparency, and a disciplined approach to helping clients achieve their financial goals....

Think Different Wealth Advisors helps tech professionals and physicians retire early and live better by getting to their first million and beyond.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Financial freedom means having the flexibility to live your life to the fullest without having to worry about money. At Think Different Wealth Advisors, I help tech professionals and physicians retire early and live better by getting to their first million dollars and beyond.

With more than ten years of experience working at multiple hedge funds, I am ready to leverage my unique insights and deep research process to make your hard-earned money work even harder for you.

I am a fiduciary, fee-o...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the States of Oregon and California. Prior to any advisory work conducted outside these states, Three Oaks Capital Management, LLC DBA Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.

Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we act as our clients' chief financial officers,...

Through our 8-step ThriveRetire™ Planning process, we go far beyond what has traditionally been known as retirement planning, creating a comprehensive strategy that recognizes and optimizes all of your resources and eligible tools and tactics.

💁 Advisory Services Offered

💲 Compensation Options

Company Description (LinkedIn): Thrive Retirement Specialists is a retirement planning specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement. We offer a single, flat-fee service entitled ThriveRetire that goes far beyond what has traditionally been known as retirement planning. ThriveRetire is an engaging ongoing eight-step retirement planning process and investment management service that seeks to identify all risks, assets, tools, and tactics t...

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Other

Company Description (LinkedIn): There are a lot of financial advisors out there—so what makes us different?

We are among a unique contingency of independent financial professionals who truly act in the best interests of our clients. The advisors at TrueNorth Wealth are Certified Financial Planners (CFP), the most difficult designation for financial practitioners to acquire. The Certified Financial Planner Board of Standards is a regulatory organization that creates and enforces standards of competency and ethics.

Not onl...

Twin Oak Advisors work primarily with physicians on their financial needs including insurance, investment, and student loan guidance.

Company Description (LinkedIn): At Twin Oak, we have curated a team of experts around each major financial issue you face as a physician. Our team collectively has over 50+ years of experience specializing in the specific financial needs of Physicians. By focusing on remote advising, we have the ability to advise physicians across the country in a manner and speed convenient to them.

Whether you’re a PGY 1 concerned about being in the right student loan repayment plan, a last-year resident or fellow who waited to get disabili...

Highly personalized, full-service financial planning, investment management, tax planning, asset protection, and estate planning consulting in FL TX and DC

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Highly personalized, fee-only financial planning and investment management. Offices in Cocoa Beach Florida and Washington DC. Clients served nationally....

Financial planning for physicians & their family. WealthKeel is on the White Coat Investor's Best Financial Advisors for Physicians Top-10.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.

Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Adviso...

Wharton Wealth Planning, LLC is a fiduciary and independent wealth advisory firm. Get in touch for more information.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Wharton Wealth Planning provides independent financial-planning and investment management services to individuals, families and small businesses. Our philosophy is that independent, fee-only advice yields the best financial solutions. Our goal is to provide conflict-free services and place our clients' needs first. As a fiduciary, we are independent, objective, and commission-free. Our experienced financial planning team can help you implement a financial plan that is specific to your investment...

Reduce Debt - Invest Smart - Retire Secure - Live Your Life - Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial wellbeing.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Personal finance has become more complicated and burdensome than it should. Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial wellbeing....

Located in Lexington, KY, Wrenne Financial Planning is a fee-only firm providing comprehensive financial planning for physicians and dentists across the US.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): We are building a fresh and new financial planning firm at Wrenne Financial Planning centered around the people we serve. As we advise clients, our central focus is empowering them to be their best financially and live better lives. Wrenne Financial Planning will help clients feel smart, important, informed, secure, & confident....

Katie Brewer, CFP, owner of Your Richest Life, is a Dallas, TX based fee-only financial planner and virtual financial advisor with over 10 years of experience.

💁 Advisory Services Offered

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

💲 Compensation Options

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Company Description (LinkedIn): Comprehensive Financial Planning This is the part where we get into all the details of your financial life. Typical stuff like your employee benefits, educational goals for your children, and estate planning. We also talk about the fun stuff, like your desire to collect vintage Vespas, buy a beach house, or climb all the fourteeners in Colorado, and how I can help you accomplish these goals. Financially, that is. I can’t actually help you with the climbing part. When this piece of your financial...

Using this directory

Our goal is to empower physicians by presenting a comprehensive list of available advisors, including high-quality professionals and those who may warrant closer scrutiny. We encourage physicians to conduct their own research and make informed decisions when selecting an advisor, ensuring they find the best financial guidance suited to their unique needs and goals.

  • Exercise caution and conduct thorough research before selecting an advisor.
  • Consider advisors' qualifications, experience, and background.
  • Reach out to other physicians for firsthand experiences and insights.

As we grow and develop our platform, we remain dedicated to upholding our core values of transparency, accountability, and providing a valuable service to the physician community. Thank you for trusting Andwise, and we look forward to assisting you on your journey to financial freedom.

Contact us with feedback or suggestions for improvement.