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You can trust us from medical school through retirement

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Holistic Planning for a Thriving Financial Future

We support physicians’ career and planning from medical school to retirement.

Get help making more money

Unlock your full earning potential with expert career, legal, and practice management support.

Learn how to make more money

Get help with money management

Take control of your finances with strategies for taxes, investments, real estate, and lending.

Learn how to manage money

Get help protecting existing assets

Protect your wealth with tailored insurance solutions and effective estate planning strategies.

Learn to protect assets

Get help starting a practice

Launch and grow your practice with expert support for licensing, training, and operational success.

Learn to start a practice

110,500 Physicians
…and Counting

We’ve educated and served thousands of physicians.

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

7,000+ satisfied physicians

– Jigar Panchal

I worked with Dave Swan recently for disability insurance. Dave and his team were very professional and courteous. He was always available for questions and was overall a pleasure to work with.

– Saurabh Singhal

I couldn’t recommend Dave & Steve Stratman for contract review services more. I also further have a meeting set with Dave to discuss disability insurance and continue our discussion about financial education and planning in the upcoming weeks.

– Nick Peacock

Great company to work with, helped me set up own occupation disability insurance and were very helpful and great at explaining things along the way.

– Ealena Callender

I have been very pleased with Physician’s Thrive. Their representatives are always responsive and helpful. Michaela is pleasant and eager to help. It is great to have one reliable place to go for a wide range of services. I highly recommend them to anyone who asks.

– Doug Zaruta

Top notch all-inclusive financial planning, contract review, accounting, tax planning, and more. Dave Swan is a true professional with strong values and integrity. He and the entire team at Physician’s Thrive are trustworthy, reliable, and accessible.

– Jake Luther

Michaela provided excellent advice regarding student loan repayment, investments, and home buying when I was entering residency. I highly recommend her and this company for any physicians that are in search of financial advising.

– Colton Roessner

Michaela gave a great presentation on medical student financial literacy and making the transition from student to resident to attending physician. I would highly recommend her for anyone with financial questions about medical student loans and financial planning!