Fiduciary Financial Advisors For Doctors

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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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Doctors

  • Financial Advisor Close to Doctors

  • All Advisors Must Meet Fiduciary Standard

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

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

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.

Find A Fee-Only Financial Advisor 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.
  • This field is for validation purposes and should be left unchanged.


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.


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Doctors Financial Advisor FAQs

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.


Other Nearby Financial Advisors





Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.