​We are proud to support medical professionals with sound financial advice tailored to their needs. With years of experience working with top institutions and financial partners, we are dedicated to helping physicians and other highly educated professionals secure their financial future.

 

Where our work has been published

 

                                                                                                                             Published by the American College of Emergency Physicians

                                                                                                                             "5 Key Money Lessons " For doctors to get what you want

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Where we work or have worked with physicians

 

Select Locations where our physician clients have worked at or currently work at:

• Eisenhower Medical Center

•  Henry Ford Health System

• Medical College of Wisconsin/Froedert Hospital

• Mount Sinai Medical Center

• Maine Medical Center

• Northwest Kaiser Permanente

• Southern California Kaiser Permanent

•  Washington Emergency Care Physicians

 

Where our Non-Medical Professional Customers have come from (Some of these are partners or spouses of our physician clients)

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•  Abbvie

• Latham and Wakins

• Morrison and Foerester

• Microsoft

• Qualcomm

• Sempra Energy

• Standard Insurance

 

 

Where our Physician Clients did their training

 

• Brown University

• Indiana University School of Medicine

• Kaiser Permanente (Northern California)

• Malmonides Medical Center

• Maine Medical Center

• Medical College of Wisconsin

• Mount Sinai Beth Israel Medical Center

• Stanford University

• SUNY Upstate Medical University

• University of Illinois Chicago

 

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Partnering with Trusted Financial Institutions

 

As an independent fiduciary financial advisor we currently work with or have experience working with almost all the reputable financial firms in the United States.

 

Unlike most financial advisors who are "captive" or only to use one firms products to some degree, we are "ungated" and we can work with any firm and help you obtain products from any provider.  

 

Below are some of the reputable firms that we currently work with or use their products for our clients or have worked with in the past and are familiar with their offerings.

 

• American Funds (Capital Group)

• BlackStone

• Calvert Funds

• Charles Schwab

• Direxion

• Empower

• Fidelity

• Franklin Templeton

• iShares (BlackRock)

• Lincoln National

• Goldman Sachs Asset Management

• JPMorgan Asset Management

• Morgan Stanley Asset Management

• Nuveen

• Parnassus

• Pimco

• Robinhood​

• ​State Street

• Standard Insurance Company

• TIAA-CREF

• Vanguard

 

 

If you work with us you can use any broker or product provider that you want because we literally can and do work with everyone.  

 

What this means is that we can work with virtually all of the quality providers and our clients can get the absolute best products on the market if they qualify.

 

Many it not most firms have to work with a highly restricted list of investments and so their clients can't actually access all the best options available, because they are legally bound to act in the best interest of their employer and have to sell only to products that are available at their firm and they cannot recommend products at other firms.

By contrast, as independent advisors we can work with anyone.

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Disclosures: While our work has been published by journals, we did not pay for our publication and we are not endorsed by these organizations, they just liked our ideas and decided to publish them.  We've provided a representative sample of where our clients have come from presently or in the past but you should not take that as these institutions endorsing us or recommending us as a financial advisor.  We merely provide this information so you can where we have experience working with clients and that we may work or have worked with people at your company or medical group before and may be familiar with it.  While we partner with financial institutions to use their products you should understand that to mean that we've used their products in the past to help our clients achieve their goals and we have access to many of their products presently to help you achieve your goals.  We don't endorse all products of these companies and they don't endorse us - we simply provide a representative list of companies we have or do work with to achieve our client's goals.  We are not endorsed by any organization, nor have we paid for any endorsement.

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If you like what you see and you want to have a get to know each other conversation, schedule a discovery call here today.

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Alternatively, if you'd like to get exposed to some of our ideas and thinking feel free to read our financial advocate blog below.

 

Stay Updated with Our Expert Insights

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​The Physicians Financial Advocate Blog

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