About Us

One Physicians Thrive Team. One Goal

Meet Our Team

We’re a Dynamic Company With One Goal: To Help You Thrive

Physicians Thrive is an advisory group for doctors and surgeons that helps them make financial choices with confidence.

We believe your service to others is honorable and deserves equal dedication.

We come from two physician families with over 200 years of medical practice and financial services experience.

We make relationship the priority.

Our process is transparent so you truly understand how we get paid, what we recommend, and why.

Our compensation is driven by fee-based financial advice.

Our independence brings you more of the best solutions available for doctors.

Contract Review

Our legal team has reviewed over 20,000 contracts across all 50 states, so we’re no stranger to the ins and outs of contract negotiations. In fact, 99% of physicians who work with us feel confident enough to sign their contracts once we’ve finished our full financial and legal review of their contract.

Disability Insurance

Physicians Thrive has reviewed over $379 billion of disability insurance coverage for our clients. Our team has helped thousands of physicians sort through customized quotes to find their best option for disability insurance. With an individual disability insurance policy, you have coverage that lasts for your entire career.

Financial & Tax Planning

After $2.4 billion of compensation reviewed and negotiated, our clients get a head start on financial planning. Comprehensive planning includes debt management, tax avoidance, investments, retirement, and estate planning.

Life Insurance

Our team has placed over $3.3 billion of life insurance coverage for our clients. Laying the groundwork towards your family’s financial health starts with life insurance. At Physicians Thrive, we’re here to help find the plan that best fits your needs.

The Physicians Thrive Difference

Specialized

Exclusive to physician families

Independent

Working for physicians and not some other third party

Respect

Appreciation for your dedication to service

Relationship

Our first priority is to be your advocate

Transparency

Full disclosure on fees and expenses

Fiduciary

Doing what is in your best interests, not ours

Proactive

Continued comprehensive care.

Personal

Individually-designed solutions

NAIFA Quality Award is presented to advisors who demonstrate commitment to exceptional professionalism through education and earned designations, performance within each practice specialty, adherence to the NAIFA code of ethics, and service to their industry association.

Better Business Bureau Accredited Business criteria: complaint history, type of business, transparent business practices, commitment to customer service, licensing and government actions, and fair advertising practices.

FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.

Million Dollar Round Table’s Top of the Table is an exclusive forum for the world’s most successful life insurance and financial services professionals committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

Physicians Thrive is one of four Certified B Corporations in the state of Nebraska. Certified B Corporations are businesses that meet the highest standards of verified social and environmental performance, public transparency, ethical responsibility and legal accountability to balance profit and purpose. B Corps are accelerating a global culture shift to redefine success in business and build a more inclusive and sustainable economy.

Physicians Thrive is included in Medical Economics’ Best Financial Advisers for Doctors. To receive this award, Physicians Thrive met extensive criteria that included length of service (most have 10 years of experience), the depth and breadth of financial knowledge, credentials and certifications, assets under management and to remain in good standing with the SEC and FINRA.

Physicians Thrive is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.