Modern wealth management for physicians
Investment, debt, insurance, estate and practice planning in one place, coordinated by advisors who understand medicine.
As mentioned in
- Yahoo Finance
- Bloomberg
- Morningstar
Advice that starts where you are.
For you
A plan for your career in medicine.
From residency to retirement, your financial life changes. Your advice should keep pace.
For your business
A 401(k) your team will actually use.
A real advisor behind the plan, a clear price, and an app your people find easy.
One team for your whole financial life.
Your advisor coordinates the plan, and the app keeps all of it in one place.
- Investment managementA portfolio built around your goals, risk and taxes.
- 401(k) plansA plan for your practice or company, with an advisor behind it.
- Student loansRepayment, PSLF and refinancing, weighed against your career.
- InsuranceDisability and life coverage, reviewed as your career changes.
- Estate planningBeneficiaries and family priorities, coordinated with your attorney.
- Retirement planningWorkplace plans, IRAs and taxable savings, working together.
Built on decades of advice.
- Collectively managed by our founders
- $1.3B+1
- Combined years of advisory experience
- 30+
- Account minimum
- $0
Let’s talk.
About your own money, or about a 401(k) for your team.
