Houston is home to one of the largest and finest medical centers in the world. We’re also fortunate to have access to the best hospitals in the country. This thriving medical and healthcare industry allows us to work with many physicians from across the Houston metro area.

We’ve developed an expertise in the complex and unique financial planning needs of physicians. Whether you’re a resident or seasoned physician, we’ve got the knowledge and experience to develop a customized financial plan and investment strategy to meet your long-term goals.

Financial Planning and Investing for Physicians

  • Holistic financial planning
  • Medical school loan analysis
  • Medical practice buy-in analysis
  • Medical practice sale analysis
  • Cash flow analysis
  • Retirement planning
  • Investment portfolio construction
  • Asset allocation
  • Global diversification
  • Portfolio management/monitoring