Physician Financial Planner | Philadelphia Financial Advisors | WealthKeel

Gen X & Gen Y Physicians

Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.

Awards & Accolades

InvestmentNews
Top 40 Advisor Under 40 2020

Financial Advisor
10 Young Advisors
to Watch 2021

The White Coat Investor Top 10 Financial Advisor

Physician on FIRE

Top 10 Financial Advisor

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Comprehensive Financial Planning

Financial planning should take all aspects of your financial life into account. We focus on financial planning and investment management to help you maximize your wealth.

Transparent Flat-Fees

No hidden fees here! Our flat-fee model makes understanding what you pay (and why) easy.

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CFP Professionals & Fiduciary

Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.

Source: www.cfp.net, www.cerulli.com

Why Physicians?

We’re passionate about serving Gen X & Gen Y physicians. Why? We firmly believe that you are working hard and making a lot of critical financial decisions.

You’re:

Paying off loans

Signing large medical contracts

Growing a family

Buying a house

Saving for your children’s education

Building a career

Planning for financial independence

Too often, physicians end up waiting until they’re in their 60s to take a closer look at their finances. Unfortunately, by then, we lost one of our biggest advantages, time and compounding interest. When you build your financial plan early, you’re able to leverage your wealth to live an exceptional life now while still planning for an incredible future and retirement.

Schedule an Icebreaker Call Now

As Seen On The White Coat Investor & Physician on FIRE

We are recognized by The White Coat Investor & Physician on FIRE as a recommend advisor, and one of the few select firms labeled as “a good financial advisor at a fair price” by Dr. Dahle, for our flat-fee subscription model and capped fee structure.

Flat-Fee Financial Planning & Investment Management | Custom-Crafted by a Fiduciary CFP®

Are You Ready to Build a Healthier Financial Life?

Schedule your free icebreaker call

Affiliations

Fidelity

Fidelity is one of the leading investment and financial services companies in the world, providing a full range of trading, broad custody, and reporting services. Fidelity administers clients’ assets via the power and operational experience of one of the strongest brokerage platforms in the business and serves as the custodian for many of our clients at WealthKeel.

WealthHarbor

WealthHarbor is the exclusive financial planning portal of WealthKeel clients. The portal allows clients to link all of their investments, bank accounts, liabilities, and more to one central, secure website. WealthHarbor helps to organize your financial life and enables you to see the big picture at a single glance.

Vicus Capital Inc.

Vicus is a Federally Registered Investment Advisor that collaborates with WealthKeel to provide robust asset management services for clients. We work with Vicus to create strategic, low-cost investment portfolios by tapping into the best technology in the business. No matter what your specific preferences, goals, and timelines, Vicus empowers us to build the ideal portfolio for your unique financial situation.

TD Ameritrade

At WealthKeel, we want to provide our clients with custom-crafted solutions for every financial need and concern. That’s why, in addition to Fidelity, we work with TD Ameritrade to offer those we serve a range of choices when it comes to partnering with custodians for investment management services.

Black Diamond

Black Diamond provides innovative and dynamic portfolio management and performance reporting through an easy-to-use web-based application. Black Diamond gives WealthKeel clients easy access to their accounts and information, so they remain informed, up-to-date, and aware of their investments.

Financial Planning for

Gen X & Gen Y Physicians

Awards & Accolades

Comprehensive Financial Planning

Transparent Flat-Fees

CFP Professionals & Fiduciary

As Seen On The White Coat Investor & Physician on FIRE

Are You Ready to Build a Healthier Financial Life?