Physician Financial Advisors

Helping you build and protect your lifetime of work.

Fiduciary financial and tax planning education for residents, fellows, and physicians.

start where you are Talk to a CFP® professional

Financial health is akin to your physical or mental health. A lot of factors are at play, but with education, experience, and the right guidance you can learn to manage most of it on your own.

That’s why we educate our physicians first and empower them to create financial security for themselves and future generations.

Watch, Do, Teach, Repeat.

Fiduciary Standard

Your interests come first. That is an obligation, not a preference.

How we work together

Led by CFP® Professionals

Every plan is led by a CERTIFIED FINANCIAL PLANNER® professional, held to CFP Board’s Code of Ethics and Standards of Conduct.

Meet the team

Built for Medicine

Intern year to practice ownership: loans, contracts, own-occupation disability, and the first attending tax year.

How it works

start where you are

Pick your stage. We’ll show you the five decisions that matter most right now.

What Do You Want to Learn About?

Search for anything, or check the areas that matter to you right now.

The Complete Planning Menu

Everything a complete financial plan covers, plus the items only physicians face. Tap any topic for what it is, why it matters for you, and what to do.

MD physician-specific

Topics are listed for education and orientation. Not every topic applies to every physician, and some are handled with a tax professional or attorney rather than a financial planner. Prefer to read it all at once? Every guide and topic on one page.

How It Works

The way you learned medicine. The goal is that you need us less over time, not more.

Watch

Start with the education here, then two free meetings. We map where you are, what changes this year, and what can wait.

Meetings 1–2: Introduction, Deep Dive Discovery

Do

Together we build the plan and work it one area at a time: insurance, investments, tax, benefits, estate. You do it with a planner beside you, not for you.

Meetings 3–9: Clarity through Estate Planning

Teach

You understand every decision well enough to explain it to a co-resident. Education sessions go deeper wherever you want them.

Education sessions, on request

Repeat

Fellowship, first contract, partnership, practice ownership. Each year closes with a recap and renewal, and the cycle begins again with you further ahead.

Meetings 12–13: Wrap-up, Recap & Renewal

Residency Programs: Invite Us to Noon Conference

A 45-minute talk on the money decisions of training. No product pitch. Program coordinators and chief residents can book one directly.

Request a talk Program one-pager (PDF)

Go Deeper

Four ways to keep going, in whatever order fits the week you are having.

The Resident CurriculumEight lessons in order, with progress that saves. Watch, do, teach.Start lesson 1 → Tools & CalculatorsYour first attending paycheck, disability coverage need, PSLF vs. refinance, Backdoor Roth, contract A vs. B.Run the numbers → Our Process & FeesThirteen meetings over twelve months, the first two free, and three ways to engage, in writing.See how it works → The Resident ChecklistTwo pages, twenty-six items, intern year to first contract. Print it and tape it in a locker.Get the checklist →

Insights

Longer reads on the decisions that matter most, written for physicians and free of product pitches.

ProtectionOwn-occupation disability insurance for residentsWhat own-occupation disability insurance is, why residents and fellows should buy it during training, how much coverage to carry, and the riders that matter.September 23, 2026 · 5 min read Student loansPSLF for physicians in 2026How Public Service Loan Forgiveness works for physicians, why residency payments count, what changed in 2025, and how to decide between PSLF and refinancing.September 23, 2026 · 4 min read Cash flowYour first attending paycheck in 2026How a physician’s salary becomes take-home pay in 2026: federal brackets, FICA, deferrals, the withholding surprise in the first year, and the live-like-a-resident plan.September 23, 2026 · 4 min read

All insights

Talk to a CFP® Professional

Bring your questions. A CFP® professional who works with physicians will answer them plainly. No obligation; residents and fellows welcome.

Send a Message

We reply within one business day.

Name

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Please don’t include account numbers or other sensitive details in this form, and please do not send orders for mutual funds or securities through it or by email, as they cannot be processed. By sending, you agree to our privacy policy.

Or Email Directly

Every message is read by a CFP® professional, and we reply within one business day with a few times to talk, by video or phone, around your shifts.

Email a question Request the free introductionThirty minutes. Tell us three times that work and we’ll confirm one.