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We help medical professionals
make great financial decisions

Physicians • Dentists • Veterinarians • Optometrists

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Get started:  Where are you in your journey?

Residents & Students

Begin your career with good financial habits.

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Attendings & Associates

Balance work, family and retirement.

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Practice Owners

Build value for your patients & your retirement.

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Common Misconceptions

The Caduceus symbol (left) with two snakes and wings has been incorrectly used by most commercial healthcare organizations as a symbol of medicine in the United States for over 100 years.  It began in the U.S. Army Medical Corps in 1902 at the request of only a single officer.  The true, correct symbol is called the rod of Asclepius (right) and is used by most professional healthcare associations in the US.

In personal finance, we find the same holds true.  Many times we generally accept something as truth without doing any research just because a friend, colleague or neighbor says it’s true. 

“You should fund your 401k to the max every year.” 
“You should invest in this new hot stock.”

Should we just blindly accept these as truth? Or should we examine these statements and then decide for ourselves – based on the evidence?  In medicine, would you rely on an old wives’ tale, or would you examine for yourself and reach your own conclusion? 

We believe each person is unique and presents their own set of financial circumstances and challenges.  Instead of using a one-size-fits-all model, we build plans and recommendations unique to you, your profession and where you are in your journey.  

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