What Drives Us

Helping physicians matters
We help doctors confidently prepare for their future and avoid financial pitfalls that could cause serious harm to practices and lives.

Our Purpose
Serve doctors with the same dedication they serve patients

Our Mission
To help doctors make confident financial choices every day

Our Vision
Every physician family we serve builds significant wealth to achieve positive change in their community

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What We Value

Put Others First
•  Be advocates for those we serve
• Seek first to understand
• Follow the Golden Rule
• Look out for each other
• Build others up

Be Authentic
• Have a heart to serve
• Act with Integrity
• Be personal, not transactional

Can Do Attitude
• Go the extra mile
• Proactively handle or hand off
• Be positive

Full of Passion
• Love what you do
• Desire to be the best
• Have fun
• Celebrate successes

Have Grit
• Plan wisely, execute flawlessly
• Take ownership and responsibility
• Find a way & be the solution
• Be courageous
• Display urgency
• Win debates with facts, not emotions

Why We Serve Physicians

0 %
of physicians feel very confident they are making the best personal financial decisions.
We Work with the Facts
Owes $200,000+ after 5 years in residency 36%
Has less than $1M in retirement savings 61%

The Heart Of What We Do

Doctors invest a lot in their ability to serve us – their patients. We admire their commitment, their hard work, dedication, and the difference they make in their communities.Just as you vow to look out for your patients’ best interest, we vow to look out for yours. Because at the same time you are caring for your patients’ health, you need someone caring for your financial health. You need someone in your corner. Someone you can trust to offer you balanced guidance.