Physician Family Financial Advisors Inc.

At Physician Family Financial Advisors we know you’re the kind of person who wants to be on track for retirement and college, and make sure your family will be financially okay if something bad happens along the way. To get there, you need to know where to put your extra money now, how to get all the tax breaks you deserve and make sure you’re doing the right thing with your investments.

The problem is you just don’t have the time, energy or interest to dig into the details so you feel worried, confused or even embarrassed. We believe it’s just plain wrong that the financial system should be so complicated that even doctors–some of the smartest people on the planet–find it overwhelming. We understand they didn’t teach you about personal finance in med school. That’s why we built a multi-specialty team of fiduciary financial advisors for physicians who today serve 175 doctors from coast to coast. leading to recognition by The New York Times, Physician's Practice and even The White Coat Investor.

Here’s how it works. First we help you get all your financial stuff organized, then we help you make a financial plan that works for you, and we walk you step-by-step through all the work required to put your financial plan into action, all for a level monthly membership fee without conflicts of interest. So schedule a call with us to start turning today’s worries about taxes, investments and extra money into a lifelong feeling of financial security.

If you're an attending who likes medicine and loves children, please visit physicianfamily.com to learn more.

Fee Structure:

  • Membership fees from $485 per month
  • Offering financial planning, investment guidance and account management
  • True flat-fee means you don't pay more when you invest more: no asset-based fees