Helping Physicians Live Rich Lives Through Financial Guidance
Gain back time and peace of mind with the
freedom to pursue what you love
What’s On Your Mind?
How do I invest wisely and minimize taxes over my Attending career?
How do I balance paying down my student loans while saving for retirement?
What strategies can I implement to best set my family up for the future?
We Know How to Help
Our team looks beyond building wealth to help you live with purpose
- Recommended by White Coat
Investor since 2015 - 12+ years collaborating with
physician famillies - Focus on long-term relationships
and guidance - Personalized, organized, and
proactive support
Featured Success Stories
Growing the Family
Eric and Jessica
Eric and Jessica are expecting their first baby soon. As they face new expenses and a significant shift in their schedules, they’re quickly realizing the need to re-evaluate their finances and partner with a professional for support and guidance.
New Attending
Alicia
Alicia just started her first attending job. While coming off the high of finishing training, she was immediately faced with overwhelming life decisions regarding both the present and future. She needs professional advice and a plan.
Reaching the Peak
Sarah and Kevin
Sarah and Kevin don’t have a sense of how well they’re doing. They work like crazy and try to enjoy life with their three kids. While they’ve kept up with their mortgage and paid off their student loans, their assets are barely growing because they are unsure how to invest. Finances are intimidating to them, but they know something has got to change if they want to take care of the family down the road.
Putting You First, Always.
Our Comprehensive Services
You’re working hard for your wealth. We’re
here to help you tie everything together to
save you time and support your goals.
Full-Service Investment Management
Strategic Tax Planning
Retirement Planning
Insurance Optimization
Student Loan Planning
College Planning
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