Given that there are about 700,000 financial advisors in the United States, I'm proud to announce that I have recently been ranked among Medical Economics' list of "150 Best Financial Advisors for Doctors". Three things physician families should note about this list are...
- My firm must be delivering the services that doctors really need since this is the third time Med Ec has tapped me since 2002 (they run their list every two years).
- Doctors who are searching for the services I deliver have a 0.02% chance of finding them by randomly bumping into a financial advisor at this year's Christmas party (that's 150 physician-focused financial advisors divided by 700,000 total financial advisors).
- Medical Economics is doing physicians everywhere a big favor by narrowing the field for doctors in search of decent financial advice. Thanks!
The criteria for being ranked include knowledge, experience, fee arrangements (with preference given to fee-only advisors like myself), minimum portfolio requirements, and being in good standing with SEC and the NASD.