Physicians and Dentists

You’re on call 24/7 with your patients, let us be on call with you.

We provide concierge level financial planning that caters specifically to physicians, dentists and medical professionals like you.

Our goal is to help navigate and accomplish the unique challenges and goals only you can truly understand.

Why do we specialize in the medical field?

While this might be hard to hear — just as you help others on a daily basis you also need the help.

Your responsibilities are more diverse, your taxes and liability are greater, and you’re a target. Whether it be from a lawsuit, a greedy insurance salesperson or that real estate agent luring you into buying a home you don’t need, plenty of people are looking to share in the wealth you’ve worked so hard to build. We are 100% committed to ensuring your financial decisions align with your goals, values and needs.

Ever get sold something you don’t need?

As fiduciaries, we look out for you, your family, and your practice. Our team of advisors is fully equipped and experienced to aid medical professionals throughout each stage of their career, offering annual ‘checkups’ to ensure you know where and what your money is doing for you. We act as your personal CFO, distilling fact from opinion to ensure a smooth process from residency to retirement.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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