Physicians | Wealthmark Advisors


Physicians and health care professionals have a fascinating role in society.  

They are deeply respected, hardworking, and some of the smartest people I have ever met.  They spend almost every moment of everyday caring for patients, making diagnoses, and giving out advice.  

But where do they go for guidance? 

Hopefully to someone who understands them, their job, the expectations put on them, and the realities of practicing medicine in our day and age. 

We get it.  Not quite like someone who has been through everything that you have, but someone who is close enough to people that do what you do to begin to understands the increasingly high demands of your job. Not only does this include the long intensive hours and the ever-changing logistics of the health care industry, but also the sacrifices that you and your families have made over the years to serve your community in this way. 

So in order to cater to your needs, we developed a specific program to meet you where you are at in your journey.  (Literally, we will come to meet you between surgeries at the hospital, if necessary.)  Whether you are still in residency and need help putting together a game plan to pay off your student loans, you are early/mid-career and hitting your stride and want to make sure your financial plan is on track and that your money is working as hard as you are, or you are approaching retirement and need a retirement roadmap that is specifically designed for the unique challenges and opportunities that come with this noble calling, we are here for you. 

Our firm can help.  Through years of experience and in-depth study into the financial planning needs of physicians, we can design and implement a wealth management plan that fits your needs.