Yes! Our firm is proud specialize in financial planning for doctors and physicians (and we include dentists, ophthalmologists/optometrists, and any other medical professional into that group, too).
Our CEO, Matthew Kelley, CFP, AIF, AAMS, has been quoted in many publications, such as Medscape and WebMD, on the topic of financial planning for doctors.
In 2007, we added a physician financial advisor to our staff – David Bright, MD, AAMS. Dr. Bright is a former family practice and emergency physician who used to own his own private practice. He is well versed and experienced in all the topics that relate to financial planning for doctors.
Learn more by visiting on special website dedicated to financial planning for doctors and dentists.