Built For Healthcare Professionals
Comprehensive wealth management designed for your unique journey
Healthcare-focused expertise
We understand your unique compensation, benefits, and career trajectory
Regain your time
Discretionary investment management: less investment decisions for you, more time for patients and family
Built Around Your Schedule
Early morning, evening, and weekend appointments available
your career—your terms—your plan
We work with healthcare professionals across all disciplines, specialties, and career stages—because we understand your most precious resource isn’t money, it’s time. You’ve built a successful career, but managing investments, coordinating insurance, planning your estate, and optimizing taxes requires bandwidth you simply don’t have.
That’s why healthcare professionals choose us. We understand the patterns and opportunities specific to your field. Whether you’re evaluating practice ownership, transitioning from clinical to administrative leadership, or balancing multiple income streams, we provide objective analysis without the need for you to become a financial expert yourself.
Whatever your situation, we take time to understand your complete picture—your career trajectory, family goals, and the lifestyle you want to maintain. We believe financial planning works best when it’s built around your specific circumstances rather than generic templates or strategies.
your specialty | our guidance
While every healthcare professional faces unique challenges, they all share one need: a financial partner who truly understands their world. That's why we've built our entire practice around serving you—with the expertise, availability, and fiduciary commitment you deserve.
physicians & surgeons
Your Challenges: Balancing $200K+ student loans with delayed earning years. Navigating complex compensation models. Making partnership vs. employment decisions. Managing burnout while building wealth.
How We Help: Student loan optimization strategies, tax-efficient investment planning for high earners, practice buy-in analysis, and time-efficient wealth management that works around your call schedule.
advanced practice providers
Your Challenges: Maximizing income potential in evolving practice models. Building wealth with mid-six-figure earnings. Balancing autonomy with employment security. Planning without traditional pension benefits.
How We Help: Career transition financial planning, aggressive debt elimination strategies, retirement planning without employer pensions, and investment strategies tailored to your shorter training timeline.
Dentists & Oral Surgeons
Your Challenges: Practice acquisition and startup costs often exceeding $500K. Managing business cash flow with personal finances. Navigating insurance reimbursement changes. Planning practice succession.
How We Help: Practice valuation and acquisition analysis, business cash flow optimization, tax strategies for practice owners, and succession planning that seeks to maximize practice value.
mental health professionals
Your Challenges: Managing variable income from insurance reimbursements. Building wealth with lower debt-to-income ratios than medical peers. Balancing private practice with employed positions. Protecting against compassion fatigue and burnout.
How We Help: Cash flow stabilization strategies, simplified retirement planning for solo practitioners, tax optimization for 1099/W-2 hybrid income, and sustainable practice growth planning.
Healthcare Leaders & Executives
Your Challenges: Managing complex executive compensation packages. Navigating non-compete and golden handcuff provisions. Balancing stock options with diversification needs. Planning for career transitions in consolidating healthcare systems.
How We Help: Executive compensation optimization, restricted stock and option planning, strategic tax planning for high earners, and wealth preservation during career transitions.
private practice owners
Your Challenges: Juggling business and personal financial planning. Managing practice real estate decisions. Protecting assets from liability. Creating exit strategies that fund retirement.
How We Help: Integrated business and personal financial planning, practice real estate analysis, asset protection strategies, and succession planning that ensures your life's work funds your life's dreams.