Fiduciary Financial Advisors For Doctors

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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As Seen In

Founder Spotlight
Founder Spotlight
Founder Spotlight
Founder Spotlight
Founder Spotlight
Founder Spotlight

We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor for Doctors


Founder Spotlight
  • Financial Advisor Close to Client’s Location

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Specific Needs of Doctors

 

How Can a Financial Advisor Help Doctors?

 

UNIQUE NEEDS CONTENT

*Only handwritten content on the page — needs to do an excellent job of explaining unique financial needs of audience

 

*Consider linking to other services for [audience] here

 

The Value Of A Retirement Financial Advisor For Doctors


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Free Financial Health Assessment

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Top Financial Advisors Serving Doctors

AUDIENCE METRICS

  • Median Income
  • Retirement Age
  • Mortgage
  • Median Rent
  • Estate Tax
  • Population Etc.

Our financial advisors aren’t only adept and helping physicians and mid-career doctors with their finances. All of our advisors can also assist anyone in the following medical niches:

  • Dentists
  • Optometrists
  • Nurses
  • Surgeons
  • Psychologists, Psychiatrists, and Neurologists
  • Therapists
  • Pediatricians
  • Phlebotomists
  • Residents
  • Physicians in training

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Doctors

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.

Financial advisors help clients improve their financial health and make progress towards their savings goals.

It depends on how much you have in savings and how much you can put towards savings every month.

Research not just what other clients say about advisors in your area but also what their qualifications are.