Physician Family Financial Advisors Inc.

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.

• ⏳ Active Since: 1998
• 📍 Location: Eugene, OR
• 🔢 Employee Count: 6
• 👥 Followers: 42

From WCI application:

• Services Offered: Get The Tax Breaks you Deserve: Put an end to nagging fears of missing out. Newly-minted attendings and self-employed specialists nearing retirement can relax knowing we’ll keep your income tax bill in our sights.
• View full WCI application 🔗

From SEC filings:

💁 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)

Accounts

• 💰 Total AUM ($Millions): 129
• 🧾 Number of accounts: 419
• 🛍 Average Account Size: $306,689

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.physicianfamily.com