Holistic Planning for a Thriving Financial Future

We support physicians’ career and planning from contract to retirement.

Contract Review 

Work with a licensed attorney and an expert financial planner on a full financial and legal review.

Disability & Life Insurance 

Protect your finances with own-occupation, specialty-specific disability insurance.

Financial & Tax Planning 

Prepare for the future you want with financial planning solutions that help you reach your goals.

Retirement Planning 

Spend your golden years stress-free when you plan properly for retirement.

What We Do

Physicians Thrive is a dynamic, full-service financial planning company helping doctors take control of their finances. You spend your days caring for everyone else — let us take care of ensuring your finances are in order.

Whether you’re starting a new job or you’ve been working at the same practice for years, we’ll begin with a comprehensive contract review. After that, we can help you find great disability insurance discounts and establish financial planning and tax service goals to set you up with a healthy future throughout your career and retirement.

From student debt repayment plans for new doctors to retirement security planning for seasoned physicians, doctors at all stages of their career can make the most of their money by collaborating with the experts at Physicians Thrive.

Training Physicians

We help physicians get their career started on the right foot by providing contract review, insurance planning, and budgeting services. By taking a bird’s-eye view of your finances at the start of your career, you set yourself on the path to financial stability.

Practicing Physicians

Our advisors help physicians identify their goals and evaluate strategies to help reach them. We focus on the areas important to you, whether it’s saving for retirement or a kid’s college fund. Because we only work with physicians and their families, all our work is centered on helping doctors find financial success.

Retiring Physicians

Whether you’re nearing retirement or already retired, making your savings last is our top priority. We’ll help you create a customized plan that takes your specific needs into account, ensuring you can enjoy financial independence throughout your retired years.

Global Sight Global

Partnering to provide eye care to those in need.


Our shared goal is to restore sight to 1 million people around the world. And we do so one patient at a time.

Physicians Thrive is proud to sponsor Give Sight Global, a 501(c)(3) public nonprofit organization partnering with ophthalmologists and optometrists to bring eye care to underserved areas of the world.

Cataracts are the leading cause of blindness globally, and 2.2 billion people are living with vision impairment.

Nearly 50 percent of these cases are treatable, meaning 1 billion people could have their vision corrected with routine surgery or improved with prescription eyewear. When you work with Physicians Thrive, you help make real change possible.*

A Wealth Of Knowledge

We have several free e-books and resources for physicians. They include our annual “Physicians’ Top 10 Places to Live and Work,” “A Guide on Managing Medical School Debt,” “Physicians Guide to Malpractice Insurance,” and more. Find and peruse the resources that interest you.