You spent years in training to become a doctor, investing countless hours of your time and taking on significant debt, all so you could help people live their best lives. Now that you’re practicing medicine and taking care of your patients, we believe you deserve to enjoy the fruits of your labor and achieve financial clarity, confidence and peace of mind.
Proudly Working With Physicians
of the Following Organizations
Inner Circle Video Blog
We answer your doctor questions one at time, so you can
spend less time worrying and more time living your best life.
Student Loan Tips
Chris Walters, CEO of GradFin, offers tips on how to crush your student loans.
Preserve Your Retirement While Paying off Student Loan Debt
Coming out of training, the #1 financial topic for a physician is always student loans. Any good financial plans includes strategies to pay off student loans but NOT at the detriment of your retirement.
What Keeps Physicians up at Night? Asset Protection.
Ike Devji, the nation’s most sought after asset protection attorney gives us strategies every physician should implement...NOW.
What’s the biggest challenge transitioning from a Resident to an Attending?
Attending Dr. Tim Buff shares his wisdom to 3 EM PGY3’s about to graduate.
We work with all types of physicians, but we specialize in turnkey solutions for independent contractors
We know our clients have hectic schedules, so we provide virtual meetings that are timely and efficient
We have a unique team approach with advisors who all bring different ideas and expertise to the table
Complimentary Resources for Physicians
Download Myth
of the Rich Doctor
Learn about the most common mistakes physicians make with their money and the habits that can take you from high-earning to high-net-worth. SMRU #1768466
Is your portfolio performing as optimally as it could, or are you leaving money on the table? If you’re not sure, it’s probably time for a routine checkup.
How success is defined is different for everyone, and it’s our job to help you clarify what it means to you and use creative financial strategies to help you get there. Some of the specific services and solutions that we commonly provide to our physician clients include:
