Fiduciary Financial Advisors For Nurses

 

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 Nurses


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 Nurses


$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 Nurses?


Nurses are the glue that holds any medical practice or hospital together, and they have a wide range of important demands on their time. Their financial planning needs can also vary immensely depending on how and where they practice. Our goal is to design a financial management strategy that supports your long- and short-term goals, so you can focus on delivering the best possible care and lead a fulfilling life outside of your medical practice.

Find A Fee-Only Financial Advisor For Nurses

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.
Closeup of a support hands


Top Financial Advisors Serving Nurses

Financial advisors are money management professionals that offer their services to you, for a small fee. They help you get into and improve various areas of your finances, such as your taxes, retirement, investing, and more. Their ultimate aim is to help you reach your financial goals.

Financial advisors are great resources for nurses looking to supplement their income or improve their current work/life balance. Many advisors and firms specialize in providing assistance to nurses, so they are acutely aware of the unique challenges and needs nurses face. A financial advisor can help you enjoy a more prosperous future, without having you labor endlessly over your finances.

young men nurse blue gown empty background stethoscope

Besides nurses, our financial advisors are also qualified to provide in depth assistance to the following groups:

  • Lab technicians
  • Medical assistants
  • Medical therapists
  • Phlebotomists and other behind-the-scenes medical workers

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Nurses

The fee structures used by advisors are not formally standardized. Most traditionally they charge an annual percentage of your assets under management, but advisors are increasingly preferring an hourly or flat fee, which may be less expensive.
Financial advisors can help nurses secure a source of income after retirement, supplement their income during their working life, optimize insurance and benefits, and more.
If you know any other nurses that use an advisor, asking them for a recommendation is a good place to start. Otherwise, the next best place to search is on the internet. Do a search specifically for advisors that specialize in working with nurses.
Ideally, choose an advisor that specializes in working with nurses or others in the medical field. Also make sure your advisor has experience with all of the financial endeavors you wish to undertake, such as investing, retirement, etc.