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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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

 

Meet With An

Independent Financial Advisor For Doctors


Step 1:
Fill Out The Form

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

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Doctors


$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.

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

Vanguard

How Can a Financial Advisor Help Doctors?


Financial advisors are professional with years of expertise in a wide range of areas of finance. They are an invaluable resource for helping medical professionals manage, secure, and increase their finances. Financial advisors have the ultimate goal of helping you and your family achieve your financial goals, such as homeownership, retirement, debt reduction, and much more.

Depending on the stage of your professional career in the medical field, you may have different financial needs. For example, you may currently be focused primarily on homeownership. Financial advisors can help you reach this specific goal. Later in your career, you may have saved up your income and are thinking about starting a family. A financial advisor can also help you sort out and prepare for these upcoming expenses and can give you an idea of how it will affect your finances in the long-term. At the end of your career, you may be focused exclusively on making sure you have a full coffer ready upon retirement. A financial advisor can also help you with this, as many are experts at managing a 401(k), an IRA, or their Roth variants.

Questions Doctors Should Ask Their Financial Advisor


Are you or your firm specialists in financial advisement for healthcare professionals?

If you work in any medical field, it will behoove you to ask this question. There are many financial advisory firms that are dedicated specifically to or specialize in providing their services to those in the medical field. These firms will be more sensitive to your time constraints, financial needs and goals, desired or required work/life balance, and more.

Does your firm also offer wealth management?

Wealth management is a different service from financial advising. The two terms are not interchangeable; wealth management is essentially a more comprehensive, more highly managed and curated financial experience designed to use various financial vehicles like investments to amplify your wealth. As a medical professional, your salary may at some point require wealth management more than financial advising. If you can switch services within the same firm, it will be easy to change.

What is your fee structure?

The industry standard fee structure is a percentage of your assets under management, typically between 0.25% and 1% of your total assets under management. This means that if you have $300,000 in AUM at 0.5%, you would be charged $1,500. However, many advisors instead use a flat rate fee or even an hourly fee, which can dramatically change the amount you pay.

Find A Fee-Only Financial Advisor For Doctors

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Top Financial Advisors Serving Doctors

The medical profession is a demanding field. Doctors at any level are expected to work long hours, especially when first entering the field. With the amount of stress these pressures cause, many unfortunately have no choice except to leave the field about which they are so passionate. Although a financial advisor may not be able to alleviate every strain you face in your medical career, they can be a crucial resource for reducing the burden of managing your finances.

Financial advisors are money-management experts that can help you with any financial area you need. Whether that’s help with saving and smartly investing your salary, having them manage your taxes to free up your time, helping you make a plan for retirement, or anything else, a financial advisor can help you be as productive a doctor as possible.

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

The industry standard price for advisors is a fee of 0.25% to 1% of your total assets under management. However, many advisors may instead use a flat rate fee or an hourly fee. Each of these has pros and cons, so you should shop around for someone charging what is ideal for you.
Financial advisors can help medical workers save money for retirement, save for homeownership or pay down an existing mortgage, manage many forms of debt, build an investment portfolio, plan your estate for the future, plan for starting a family, getting married, or having children, and much more.
One of the easiest ways to find an advisor is through word of mouth recommendations. If you know any older residents or doctors at your work with whom you are close enough to ask, this may be the best option. Otherwise, many people, and increasingly many young people, find their advisors online.
As a member of the medical field, a financial advisor can be an invaluable resource. The most obvious reason to use one is that medical professionals typically have high salaries, and financial advisors are the ideal person to help you use that money as effectively as possible for reaching your goals. No matter your salary, financial advisors help you achieve the financial security needed to comfortably pursue a field about which you are passionate.