Financial Services for Healthcare Professionals
Where medical professionals plan, save and invest.
Financial Services for Healthcare Professionals
Where medical professionals plan, save and invest.
A Personalized Level of Care
In the healthcare field, you specialize in order to become an expert at serving a particular type of patient. We believe in doing the same thing with your finances. And we’ve committed to serving you.
Whether you’re a Physician, Dentist, Nurse, or Therapist, you can trust that our advisors will be knowledgeable on your specific financial needs.
There’s no reason to settle for generic advice when you can get specialized financial planning and asset management at a resident-friendly price.
The 
Difference
Custom Financial Planning
Have a web of financial decisions to make, and don’t know where to start? Let our experts sort through the numbers and help you find clarity.
Convenient access to expert advice
You deserve more than just a Robo-advisor. We have licensed advisors ready to help whenever you need it.
Invest with ease
With our “hybrid” investment platform, get the ease of online investing with the personal touch of an in-person advisor
Plan
Are you overwhelmed by an increasingly complicated web of financial decisions? It can be tough to prioritize student loan payments, short term goals, and retirement savings - especially if you're on a resident's budget.
Meet with an advisor who will help you clarify your goals and develop a custom Financial Roadmap, so you can move forward confidently.
Even if you don't have money to invest, the Financial Roadmap will give you a head start on your financial journey.
Invest
So you've been working for a few years now and have done a good job of saving, but you're not sure what to do with the money you've put away.
The bank pays a low interest rate, a Robo-advisor puts you in a generic portfolio, and an in-person advisor seems expensive.
Our "hybrid" investment service gives you the convenience of an online platform, paired with the expert advice of our InvestRx® Advisors. And it's all offered at about half the price of a traditional in-person advisor.
Save
Everyone needs an emergency fund. But it can be tough to watch your cash just sit in the bank without earning any interest.
Our Save account uses a Government-backed money market fund to give you a competitive interest rate on your cash.
Protect
Nobody likes to think about life insurance, but as you progress in your career, and in life, it's important to make sure your loved ones are protected.
We believe low-cost term life insurance is a great way to achieve that goal.
Get a quote in minutes with our online quoter, and take the first step in securing your family's financial future.
Our Foundation
By combining our online investment platform and the expertise of real humans, we provide white-glove service to medical professionals like you.
20+
Years
Serving individuals and families
Over
$200,000,000
In assets managed
Trusted
Custodian
Through Fidelity Investments
How to Get Started
Choose a service
Plan, save, invest, or protect
Talk with an advisor
Schedule your complimentary diagnostic call
Take action
Align your next steps with your personal goals
Resources
3 Things To Look For In A Good Emergency Fund
What differentiates a good emergency fund from a bad one? Learn the features to look for and the habits required to build a solid emergency fund.
Practices in the Pandemic: Liz Barlowe, MA, CMC
With all of the market turbulence in 2020 it can be difficult to decide on the best time to invest. Should you wait for the market to calm down, or invest now?
Practices in the Pandemic: Courtney Kirkpatrick
With all of the market turbulence in 2020 it can be difficult to decide on the best time to invest. Should you wait for the market to calm down, or invest now?
