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Our team delivers goal-based financial planning and automated portfolio management focused on your long-term goals.

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Individualized Investment Strategies

Physicians Thrive provides a wide spectrum of investment options that allow for us to develop a strategy that works for your individual risk tolerance and financial goals. When you work with a Physicians Thrive advisor you can rest assured that your money is being put to work in the most efficient way possible.


A Broad Spectrum of Solutions

Our investment team offers a wide range of investment options that offer an array of customizable solutions to suit any risk tolerance, investment objective, and timeline, as well as the ability to use multiple strategies inside one account.

These solutions include:

  • Tax Efficient Investing
  • Exchange-Traded Funds (ETFs)
  • Open Architecture
  • Passive + Active Blend
  • ESG (Environmental, Social, and Governance) Investing
  • Strategic + Tactical Blend
  • Access to well known effective money managers like Blackrock and Vanguard.
  • Access to structured notes


Easily Measure and Assess Your Financial Health

Physicians Thrive uses a financial planning system called Elements® to collect your financial information and measure the key indications for your financial wellness over time.

The Elements Financial Planning System™ gives us a real-time scorecard of your financial situation, so we can continually monitor your progress and provide ongoing, informed advice.

You can review these indications by exploring the Elements below:

Why Choose Physicians Thrive?


Our team knows it’s critical to protect our clients from the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We work with an investment team that has developed and implemented investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.


Our investment team’s approach is based on using varied strategies to help minimize risk. While each of our strategies has its own methodology, our focus is to avoid major losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.

Managed Risk

In attempting to avoid large-scale losses, we utilize strategies that emphasize low correlation to broader volatile market activity, whether through hedged equity with the use of protective options, tactical strategies to dynamically adjust to market conditions, or other risk management practices.

Our Resources and eBooks

A Wealth of Knowledge

2022 Physician Compensation Report

How does your salary stack up against your peers?

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10 Best States to Practice Medicine

Choosing to pursue a career in medicine was the easy part. Deciding where you want to transplant your practice — […]

Read The Article
Contract Review: Exiting an Employment Agreement

Understand what is in your contract and what particular terms and conditions you should be aware of as you prepare to exit.

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We’ve worked with thousands of physicians across the country

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


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