Manage Your Money
Services • Financial Management
Strategy & Investments
Financial Management for Physicians
Physicians Thrive offers specialized financial management services that address the unique financial challenges doctors face, such as high student debt, complex tax situations, and planning for a secure retirement.
We provide personalized solutions to help physicians achieve financial independence, optimize wealth, and build a stable future.
We specialize in…
How It Works
Effective financial management is key to building a secure and prosperous future.
Physicians Thrive tailors its services to the needs of medical professionals, offering comprehensive guidance in taxable investments and retirement planning.
From optimizing investment strategies to planning for a comfortable retirement, our team ensures your financial decisions align with your goals.
Let us help you take control of your financial journey and focus on what you do best—caring for your patients.
Taxable Investments
Maximize after-tax returns with strategic asset allocation, tax-loss harvesting, and capital gains management for sustainable wealth growth.
Retirement Planning
Build a retirement strategy that balances growth and stability, utilizing tax-advantaged accounts and tailored investment approaches.
Comprehensive Oversight
Align your financial management with broader goals, including estate planning, practice management, and tax efficiency, ensuring holistic success.
Frequently Asked Questions
What are taxable investments?
Taxable investments are assets held outside retirement accounts that generate growth or income. They offer flexibility and liquidity, essential for diversifying wealth and meeting both short- and long-term goals.
How does Physicians Thrive assist with retirement planning?
We provide tailored retirement plans, integrating tax-advantaged savings, diversified investments, and income strategies to ensure a secure financial future.
Can I integrate my taxable and retirement strategies?
Absolutely. Our experts align taxable investment strategies with retirement goals, optimizing tax efficiency and ensuring cohesive financial growth.
Related Services
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!
