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Welcome White Coat Investor Readers!

We are proud to be listed as a recommended financial advisor by The White Coat Investor since 2016,  and we are here to further the WCI mission by getting you your "fair shake" on Wall Street.


click Here to find out how we help physicians everyday


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®


Not ready to set sail yet? 

No worries, check out our free eBook - A Doctor’s Prescription to Comprehensive Financial Wellness


A 10-part prescription covering financial freedom, income, student loans, insurance, buying a home, investing, financial independence, college education and savings, estate planning, and making an impact with your wealth.