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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.


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We craft simple, actionable financial plans for busy doctors and dentists, like you, who feel overwhelmed by the increasing complexity of the decisions you have to make with your money so you can free up time and energy to focus on your family, your work, and what you love most. 

We were recognized by The White Coat Investor as one of a few select firms labeled as “a good financial advisor at a fair price,” for our flat-fee subscription model and capped fee structure.

FLAT-FEE FINANCIAL PLANNING & INVESTMENT MANAGEMENT 

CUSTOM-CRAFTED BY a FIDUCIARY CFP®