About Physicians Thrive

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 are committed to physicians because we believe your service to others is commendable and deserves equal dedication to care.
  • 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 what we recommend you do with your finances and why.
  • Our compensation is driven by fee-based financial advice.
  • Our independence brings you more of the best solutions available for doctors.

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110,500 physicians

and counting...

educating & serving Physicians

Our team has helped physicians in all 50 states better understand their unique financial situations.

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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 millions of customized quotes to find their best option for disability insurance. With an individual disability insurance policy, you have coverage that remains the same from job to job without any extra work on your end.​

Financial & Tax Planning 

With over $2.4 billion of compensation that we have reviewed and negotiated, our team is familiar with physicians' unique financial situations. We strive to understand you and your family's goals and risks tolerance to develop a personalized plan.

Life Insurance 

Our team has placed over $3.3 billion of life insurance coverage for our clients. Laying the groundwork towards your families 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
Experts in needs of doctors and surgeons

Relationship
Our first priority is to be your advocate

Proactive
Continued comprehensive care.

Independent
More of the best solutions for doctors

Transparency
Committed to building your financial confidence

Personal
Individually-designed solutions

Respect
Appreciation for your dedication to service

Fiduciary
Fee-based financial advice

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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.

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

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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.

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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.

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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.

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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.

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.