PHYSICIAN FAMILY FINANCIAL ADVISORS INC.
If you’re not an M.D. or D.O. and you don’t have kids, don’t even consider Physician Family Financial Advisors.
Ben Utley and his team believe children are more likely to realize their full potential when raised in a financially secure household, so they only accept physician families as clients. (They define a physician family as a household with at least one child and one medical doctor.)
Utley also believes financial security should not cost a fortune, so his firm charges a level monthly subscription fee based on the depth of each client relationship, not the depth of your pocket.
As a Certified Financial Planner with more than 20 years experience serving physicians, Ben leads a team of in-house specialists who can address the many financial issues physicians face including budgeting, cash flow, student loans, insurance planning (they don’t sell insurance), retirement planning and college, and of course, investing.
Physician Family may be the most transparent firm in this space. Their prices and services are clearly posted on their website. To learn more, visit physicianfamily.com.
NET WORTH TRACKING/WEALTH MANAGEMENT
I am a huge fan of Personal Capital and take advantage of their very free generous online tools to help me analyze my portfolio and make sure my asset allocations are where they are supposed to be.
I was so moved by the many features I had at my disposal using the Personal Capital website that I created two posts detailing the benefits that everyone has available completely for free:
- It’s Your Capital. Make It Personal
- It’s Your Capital. Make It Personal Part II
- Step by step guide how to unlock all the benefits of Personal Capital
[There is also a separate paid service offered by Personal Capital where they have professional management of your portfolio for those who want a more hands off investing experience.]
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