Broker Check

For Physicians

Our firm has a specialty division which is dedicated on the planning needs of Residents, Fellows, Physicians, and Physician Practices.

This specialty division is called Physician Wealth Advisors, LLC. 

The advisors on this team have the expertise to help Physicians, in all stages of their careers, in all areas of insurance, investment, retirement, estate planning, and the coordination of group benefits.

Our Mission

The Mission of our Physician Wealth Advisors team is to help Physicians improve their financial well being and increase the security of their financial future by following our propriety planning process.

Our specialty team has been work with Physicians since 1982, and currently we service more then 2,000 physicians throughout the country.

In that time, we have seen just about everything, good and bad, that can happen in the financial lives of medical professionals. That gives us a unique experience that is priceless.

You have invested a great deal into your profession and are now using it to help others. Growing and protecting your wealth, paying off debt, retirement planning, and making the most of partnership and employment opportunities are now important topics to you. Our experienced team can help you navigate these issues.

As a physician, your ability to generate wealth, and retire comfortably is directly correlated to how well you develop and implement a financial plan. Our planning specialist can help you build a comprehensive, customized plan, to help you reach your goals and dreams.

Financial Health For Physicians Starts With Following Our Propriety Planning Process

Initial Meeting

  • Find out if we are a match for you, and meet our team.
  • Gather some basic financial data about your current financial situation.
  • Have a conversation to learn more about your goals, challenges, and concerns
Next Meeting (s)
  • Begin the Financial Organization Process using our proprietary planning platform, which will organize your entire financial life.
  • Identify areas that need to be addressed, and areas of opportunities.
  • Gather and review important documents.
  • Prioritize areas to address first, and develop a plan of action, with timeframes.
  • Begin implementing the plan of action.
  • Review, monitor, and revise your financial plan on a regular ongoing basis as your life and circumstances change.

Please contact us below if you would like to learn more about our services and to arrange for a no cost complementary meeting.

A Good Place To Start- Protect Your Income

Most people know they need to insure their life, their car and their home or condo. But they often overlook insuring their most important asset - their ability to earn an income.

Your income is the primary source of funding for a lifetime of things, from basic necessities to the hopes and dreams you have for yourself and those you love. The millions of dollars you'll likely to earn over the course of your career as a Physician, is surely an asset worth insuring.

But what would happen if your income stopped because you were too sick or insured to work? Without a paycheck, how long could you pay your rent, mortgage, utilities, buy groceries, make student loan payments, contribute to your retirement programs, etc.? In all likelihood, your life would be thrown significantly off course.

And if you're thinking that most disabilities are the result of freak accidents, you're in for a surprise. The vast majority of disabilities, about 90%, are caused by various forms of illness including cancer, mental disorders like anxiety and depression, muscle and back problems, and heart disease.

If you would like a quote to get an idea of how much a disability income protection program would cost, just click on this link. 

Recommending and reviewing Disability Income Programs for Physicians is a specialty in itself. Comparing contractional features, policy definitions and coordinating policies with current benefit programs, takes a Disability Income Specialist, and our Physician team has such specialist.

If you would like for one of our Physician specialty advisors to contact you, just complete your contact information below.

Physician Wealth Advisors is not a registered investment advisor.