More than 90% of the households we serve include at least one Medical Doctor (M.D.) or Doctor of Osteopathic Medicine (D.O.). In the 20 years we’ve been serving doctors, we have seen just about everything—good and bad—that can happen in the financial lives of medical practitioners and we believe this specialization gives us a unique perspective that sets us apart from the competition.
We Are All About Families... And Children
We believe that every child holds the potential for greatness. To learn, to grow, to reach their full potential, they need security and attentive care. By focusing on families, we hope that our work helps clients worry less and and enjoy more quality time with their children.
We’re Not “Wealth Managers”
We are financial security experts. That means we are fanatically focused on helping our clients—even heavily indebted new physicians with zero investable assets— avoid the mistakes that keep other doctors from achieving financial security that can last a lifetime.
We Are Fee-Only Planners
To maintain our integrity, we don't sell products, we don’t work on commission and we don’t accept referral fees. As a fee-only firm, we charge a monthly fee for access to advice from a Certified Financial Planner™. All of our professionals are salaried employees.
We Accept A Fiduciary Duty
As a Registered Investment Advisor, we accept a duty to act in our client's best interest and to disclose conflicts of interest if they should arise.
We Have A Process That Works
You will know what to expect at every stage of your relationship with us so there’s no surprises. Our proactive approach helps busy doctors get on track and make measurable progress.
We're Here When You Need Us
We know you’re busy so we make sure we’re available when you are: early mornings, lunchtime, evenings and occasionally weekends. Call, text, email or stop by the office if you happen to be in Oregon. We can to serve clients in all 50 states.
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