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.

From WCI application:

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 1998
πŸ‡ΊπŸ‡² SEC Number: 801-117856
πŸ—ƒ CRD Number: 138433
☎ Phone Number: 541 463­-0899
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 93 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-17