Comprehensive Planning for High-Income Healthcare Professionals

Your dedication to patient care shouldn't come at the cost of your financial well-being. That's why we offer dynamic financial planning, designed to liberate you from financial worries and empower you to build a secure future. Let us handle the complexities of wealth management, tax optimization, and business transitions, so you can focus on what truly matters: your patients, your family, and your life.

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Your Career is Complex — Your Financial Plan Shouldn’t Be

Healthcare professionals, your financial journey is uniquely challenging. Crushing student debt, complex taxes, and demanding schedules leave little room for wealth building. We provide the solution: strategic financial planning tailored to your needs. Let's tackle your debt, optimize your taxes, and build a secure future, so you can focus on what you do best.

Common Obstacles

This list features some of the most common obstacles our clients ask us to assist them with. To address specific questions or obstacles for your situation, please reach out to me.

How do I aggressively pay down my substantial student loan debt?

What strategies can minimize my high tax burden?

How can I catch up on retirement savings after years of training?

How do I protect my assets from malpractice and other liabilities?

What insurance coverage do I need (disability, malpractice, etc.)?

If I own a practice, how do I plan for business succession and maximize profitability?

How We Help High-Income Healthcare Professionals

A Comprehensive Plan

We build financial plans for healthcare professionals, providing clarity on reaching multiple competing goals.

Retirement Plans

We unlock the full value of your retirement benefits, delivering expert guidance tailored to your unique position.

Protect & Grow

We provide tailored strategies to both protect and grow your assets, guiding you through successful wealth accumulation and the confident asset utilization phase.

Succession & Exit

Through our Transition Well™ process, we guide practice groups through financially optimized exits, ensuring a smooth transition and maximizing the value of their legacy.

How We Help High-Income Healthcare Professionals

A Comprehensive Plan

We build financial plans for healthcare professionals, providing clarity on reaching multiple competing goals.

Retirement Plans

We unlock the full value of your retirement benefits, delivering expert guidance tailored to your unique position.

Succession & Exit

Through our Transition Well™ process, we guide practice groups through financially optimized exits, ensuring a smooth transition and maximizing the value of their legacy.

Protect & Grow

We provide tailored strategies to both protect and grow your assets, guiding you through successful wealth accumulation and the confident asset utilization phase.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Common Obstacles

This list features some of the most common obstacles our clients ask us to assist them with. To address specific questions or obstacles for your situation, please reach out to me.

How do I aggressively pay down my substantial student loan debt?

What strategies can minimize my high tax burden?

How can I catch up on retirement savings after years of training?

How do I protect my assets from malpractice and other liabilities?

What insurance coverage do I need (disability, malpractice, etc.)?

If I own a practice, how do I plan for business succession and maximize profitability?

Case Studies

Our Team

Ashley Folkes CFP®, CPWA®, CRPC®, RICP®, CEPA®, AEP®

Alabama Lead; Vice President, Wealth Manager

Michael DeSantis

Associate Vice President, Wealth Advisor

Shant Mardirosian

Client Experience Manager

Grace Ware

Client Experience Associate

Benjamin Allen

Client Experience Analyst

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to Talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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