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Welcome White Coat Investor Readers!

We are proud to be listed as a recommended financial advisor for The White Coat Investor, 

and we are here to further the WCI mission by getting you your "fair shake" on Wall Street.


FLAT-FEE FINANCIAL PLANNING & INVESTMENT MANAGEMENT 

CUSTOM-CRAFTED BY A FIDUCIARY CFP®


we craft simple, actionable financial plans for busy high-income Gen X & Gen Y medical professionals who feel overwhelmed by the increasing complexity of the decisions they have to make with their money so they can free up time and energy to focus on their families and what they love most.


Not sure where to start?

 SCHEDULE YOUR FREE ICEBREAKER CALL HERE


HERE IS OUR ARTICLE WRITTEN FOR CNBC ON TEACHING FINANCIAL LITERACY TO YOUNG PHYSICIANS.