“I want to partner with a fiduciary to create a plan that is best for me.”

This solution is ideal for individuals who seek ongoing, personalized financial advice and support to manage their dynamic and evolving needs. These people are looking for a comprehensive financial plan that not only addresses their current situation but is also designed to adapt as their goals and circumstances change. The primary focus is on helping them stay on track with their financial objectives while minimizing stress and uncertainty.

In addition to a customized plan, these individuals value continuous access to expert guidance, including unlimited email support and regular check-in meetings to ensure that their financial strategy remains aligned with their goals. They seek education and recommendations across a wide range of financial topics, such as investing, retirement planning, debt management, loan forgiveness programs, tax strategies, risk management, estate planning, business purchases, and partnerships.

Moreover, they recognize the importance of a coordinated approach and expect collaboration with other key professionals like CPAs, estate planning attorneys, and bookkeepers. This integrated, holistic approach aims to handle every aspect of their financial life with precision and care, allowing them to focus on what matters most while their financial future is expertly managed.

Our fixed fee structure starts at $3,500* for a basic financial plan, with costs increasing based on the complexity of your needs. Examples of added complexity include owning a practice, investment real estate, or navigating stock options.

We believe early planning is one of the smartest choices you can make, which is why we offer discounted rates for residents and fellows at $600 per year.

*Fees as of 10/01/24. Fees are subject to change. 

"I want to work with a concierge wealth management team."

A business meeting around a table.

This solution is an excellent choice if your financial life has reached a point where you would benefit from a team of dedicated experts leading the charge in managing a comprehensive strategy for your growing assets. As your wealth increases, it’s crucial to have a cohesive, well-structured plan that takes into account all aspects of your financial picture. Our team will take the time to carefully integrate any additional accounts or assets you hold outside of your primary portfolio into your overall strategy, to help ensure that everything is aligned with your broader financial goals and long-term objectives.

Whether you’re focused on building wealth for retirement, planning for large future expenses, or simply preserving your assets, our approach ensures that your investments work harmoniously within the framework of your financial plan. By coordinating all of your accounts, we help you avoid the common pitfalls of a fragmented financial strategy and ensure that each part of your portfolio is working efficiently toward your success.

Our investment management services are provided on a transparent, straightforward fee structure, ranging from an annual fee of 0.3% to 1.25% of the assets we manage on your behalf.

"I have a specific need for insurance"

Playing on the beach

This approach is an ideal solution if you’re finding that your financial situation is becoming increasingly complex, and you have a specific planning need that requires careful attention. Our process begins with a thorough discussion, where we take the time to understand your unique circumstances by asking detailed questions about your goals, challenges, and concerns.

Once we’ve gained a comprehensive understanding of your financial landscape, we will identify and present tailored options that best address your specific needs.

From there, we will guide you step-by-step through the implementation process, aiming to execute each recommendation in alignment with your overall financial objectives, helping you stay on track to work towards both your short- and long-term goals.

Disability Insurance For Physicians

Physicians

At our firm, we understand the dedication and effort it takes to achieve a high-income career in medicine. That's why we prioritize protecting your most valuable asset—your ability to earn—with disability income insurance. As advisors, we do diligent work to offer you top-rated insurance quotes tailored specifically for physicians. Our insurance solutions come with critical benefits including:

  • Physician-Specific Definitions: Customized coverage to meet the unique needs of medical professionals.
  • Inflation Protection: Ensures your benefits remain robust over time.
  • Flexible Coverage: Increase your disability insurance as your income grows.