Work With Us
The clients who benefit most from what we do aren't defined by portfolio size — they're defined by complexity. If your financial life has outgrown what any single advisor can manage alone, you're exactly who this was built for.
Who This Is For
We work with a carefully selected group of medical practice owners and high-earning medical professionals. Not everyone who reaches out becomes a client — and that's intentional. The first conversation exists to figure out whether there's a genuine fit, for both of us.
We're not the right fit for everyone — and we won't pretend otherwise. If we're not the right team for your situation, we'll tell you in the first call and do our best to point you toward someone who is.
What Happens Next
There's no ambiguity about what working with us looks like. Here's exactly what to expect — from the first phone call to an ongoing relationship built around your full picture.
A quick conversation to understand your current situation and whether there's a genuine fit. No preparation needed. If we're a good match, we move forward. If we're not, we'll say so — and do our best to point you toward someone who can help.
The most comprehensive financial conversation you've had. We map your full picture — practice, personal, family, tax structure, estate, exit timeline, and goals. Most clients tell us no advisor has ever asked these questions before. This is where real planning starts.
We present our preliminary financial assessment — observations about your current situation, gaps we've identified, and potential opportunities. Our roundtable specialists are engaged at this stage to begin evaluating the areas that require deeper expertise.
If we're both confident in the fit, this is where the relationship formalizes. We present your Investment Plan in full and walk through the account transition process together. This is also where we align on scope, fees, and expectations going forward.
The culmination of the process. Our roundtable specialists have completed their evaluation, and we present the Advanced Plan — a finalized, coordinated strategy across every dimension of your financial life: practice, personal wealth, tax, estate, and exit.
The relationship doesn't end at implementation — it deepens. Ongoing process reviews, proactive planning updates, and continued coordination across your roundtable as your practice, family, and financial life evolve.
Common Questions
Do you work only with physicians?
No — we work with owners of dental, medical, dermatology, chiropractic, and specialty practices, as well as high-earning employed medical professionals. The financial complexity is remarkably consistent across these fields.
Do you replace my CPA or attorney?
No — we collaborate with them. In most cases we integrate seamlessly with your existing professionals. When additional specialization is needed, we introduce vetted partners from our roundtable. Our role is to coordinate strategy across all parties.
How do you get compensated?
Our advisory relationships are fee-based, structured to align our incentives with your long-term outcomes. We provide transparent disclosure of all compensation, including any insurance or product-related arrangements. Our focus is coordinated advice — not transactional product sales.
When should I engage a family-office-style advisor?
Earlier than you think. The most impactful planning happens years before a liquidity event or practice transition. Cash balance contributions that weren't made can't be recovered. Exit value that wasn't built can't be added at the closing table.
I already have advisors I'm happy with. Does that matter?
Not at all — it's actually common. We regularly work alongside existing advisors, adding coordination and advanced planning capacity without disrupting relationships that are working. The first conversation will clarify whether there's a genuine gap we can fill.
I don't own my practice. Does any of this apply to me?
More than you might expect. If you're a high-earning medical professional, you're navigating the same tax drag, the same advisor coordination gaps, and the same estate planning complexity — regardless of whether you own a practice. The conversation is worth having.
Begin the Conversation
A 10-minute call is enough to know if there's a fit. If there is, we'll walk you through the most comprehensive financial conversation you've had. If there isn't, we'll tell you — and help you find someone who can.