The career of a doctor or a physician is marked with unique financial challenges, such as higher taxes, personal and business tax integration, and a greater risk of lawsuits. This is why financial planning can be considered critical for both doctors and medical residents to thrive financially. Additionally, a trustworthy financial advisor or advisory firm can help medical professionals such as yourself mitigate risks and help you gain confidence in navigating the complex world of finance and secure a comfortable financial future. The WiserAdvisor directory list of screened financial advisors is here to help you compare the best vetted financial advisor who specializes in providing financial advice to doctors and medical residents, and create investment plans and strategies matched to your financial objectives and ambitions.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 16 Years | $0 | $250,000 | Fee-Based | |
|
Timothy Walla
CFP®, CFEd® WALLA STREET WEALTH MANAGEMENT, INC. 8102 West 131st Court, Suite 1000, Overland Park, KS 66213 |
23 Years | $145,000,000 | $50,000 | Fee-Based |
|
Andrew Eddy
CFP®, CLU®, AIF®, ChFC® EDDY FINANCIAL, LLC 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401 |
Not Disclosed | Not Specified | Not Specified | Not Specified |
|
Jason Smith
CFP® BERTHEL FISHER FINANCIAL SERVICES, INC. AND BFC PLANNING INC 64 E Broadway Rd., Ste. 200, Tempe, AZ 85282 |
25 Years | $0 | $20,000 | Fee-Based |
|
Steven Huskey
HUSKEY FINANCIAL - CONSULTING & WEALTH MANAGEMENT 1036 Lansing Dr., Suite 200, Mount Pleasant, SC 29464 |
13 Years | $2,500,000 | $250,000 | Fee-Based |
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
23622 Calabasas Road, Suite 102,
Calabasas,
CA
91302
Phone Number
805-727-2700
Alano became a financial planner to combine his love of economics with a commitment to help individuals and families grow and preserve their wealth. As Managing Director at Palm Capital Management based in Calabasas, CA, Alano assists many individuals and families living across the United States with their financial planning and investment management. Alano is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a Bachelor of Arts in Communication Studies from the University of San Diego, a Master of Business Administration in Finance from Pepperdine University, a Series 65 securities license, a certification for life, accident and health insurance, and is a member of the Financial Planning Association®. Alano has contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, TD Ameritrade's TickerTape, LendingTree, and BankRate. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. Alano also provides strategic advice in alternative investments including real estate, hedge funds, private equity, structured products, and derivatives for qualified clients. Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients' portfolios. Alano charges a competitive flat annual fee for his services and does not receive any commissions for security trade executions.
Palm Capital Management is a financial planning and investment advisory firm (a d/b/a of Dynamic Wealth Advisors CRD #151367). Our firm specializes in the management of investment accounts for individuals, families, and small businesses. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4122373
Firm CRD# 317245
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
8102 West 131st Court, Suite 1000,
Overland Park,
KS
66213
Phone Number
913-543-3836
Tim is an independent Certified Financial Planner®, Certified Financial Educator®, and NFLPA Registered Player Financial Advisor with 23 years experience managing investment, retirement, tax, and estate plans for individual and family wealth. The focus of Tim's practice is on reducing risk and optimizing returns for retirees, engineers, executives, doctors, business owners and professional athletes. He is a graduate of Maranatha Academy (1995), Harlaxton College (1997) and Baker University (1999), and the College for Financial Planning (2005). Call 913-543-3836 or click to schedule a Free 15-Minute "Ask Anything" Phone Call with Tim.
Walla Street Wealth Management, Inc. is an independent financial services firm providing professional advice in the areas of investment management, tax planning strategies, retirement planning, and estate planning. Our team has 50+ years experience in personal wealth planning and serves as a fiduciary by providing each of our clients with objective financial guidance, clearly communicating our recommendations, and proactively guiding our clients to achieve their financial goals. As an independent advisor you can be certain that the strategies, products and services we recommend to you are the most competitive in the industry. We take a comprehensive approach to your planning. It's vital that we both clearly understand the "why" behind your plan and "what" your wealth means to you. Through our comprehensive planning process, we will clearly discover "how" to help you achieve each of your financial goals and objectives.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 3000011
Firm CRD# 290208
Office Location
100 Wilshire Blvd,
Suite 700,
Santa Monica,
CA
90401
Phone Number
310-451-3339
I've always had a passion for managing the details.Having been an executive with large multinational corporations as well as small tech startups, I understand the complexity of stock options, deferred compensation packages, and many other financial issues that confront executives. Being a parent, I understand the issues around education funding for my kids as well as funding my own retirement. Being a son and grandson, I understand the challenges with managing required retirement distributions from qualified retirement vehicles by my parents and grandparents. To read my full bio, click here. Call (310) 451-3339 or click here to schedule a complimentary consultation with Andrew.
Eddy Financial is a wealth management advisory firm based in Santa Monica, CA. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients. Clients we serve include business owners, doctors, executives & professionals, retirees, entrepreneurs, and divorced individuals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2518521
Series 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
64 E Broadway Rd.,
Ste. 200,
Tempe,
AZ
85282
Phone Number
623-203-7003
University of Michigan, B.A. in Economics 1994; Indiana University, M.S. in Finance, 2016; Boston College, Certificate in Financial Planning 2008; Fuller Theological Seminary, M.A. in Theology, 2009
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 6684731
Firm CRD# 46173
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
1036 Lansing Dr.,
Suite 200,
Mount Pleasant,
SC
29464
Phone Number
843-714-3387
Your finances are what drive your future. Our Primary Purpose: At first glance, financial planning might appear to be black and white...but at Huskey Financial, we focus on what gives your life color. When you envision your future, you aren't thinking of interest rates and stock returns, you're thinking of a lake house in a sentimental spot or the vacation your family has been dreaming of. When we envision your future, we focus on how to help you hit the financial goals that will get you where you want to be. We approach financial management in a way that makes you proud of your decisions. We understand that an investment portfolio makes up a small percentage of your overall wealth profile, and that your finances make up a small percentage of who you are. Your lifestyle, past expenses, and future plans are all integral components of making smart financial choices, which is why we get to know you as we get to know your portfolio. When you trust us to manage your assets, you can be certain that you'll receive advice that takes everything about your life into account, not just formulas based on your countdown to retirement. With financial education as one of our cornerstones, you will learn not only what we're doing with your money, but how the actions we're taking will help you have a secure wealth plan for every stage in your life. We will build a comprehensive financial plan that puts the things that matter the most to you at the forefront, so you can focus on building the future you want for your family.
Were a dedicated team of financial professionals that specialize in helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers. Instead of one-size-fits-all plans, we work with surgeons, dentists and practice owners to build a custom, profession-based financial strategy that challenges conventional wisdom by leading with protection and savings so you can invest for your future. We help physicians and practice owners reduce their taxes, increase cash flow and drive value by providing services such as exit planning, key employee retention, unconventional retirement strategies & general financial guidance.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
