Wealth Management for Doctors, Physicians and Dentists

Strategic financial planning for medical professionals.

Darrow Wealth Management has served the medical community with comprehensive fee-only financial advisory services for many years.

We recognize that uncertain market and economic conditions, combined with dramatic changes in the medical profession, have presented physicians with daunting challenges regarding investment, retirement, and estate options.

Our wealth management strategy for dentists, physicians, surgeons, doctors is based on understanding the client’s needs and plans, and then developing a strategy that strives to help the physician to pursue retirement and estate goals successfully. Physicians particularly want more than just money management. They want and need a true solution to their wealth management plans that goes way beyond “stock picking”.

Financial Advisor for doctors, dentists, surgeons and medical professionals

While every situation will be unique, there are a number of situations we frequently work to help our clients in medicine and healthcare plan for or address:

• Consolidate old 401(k) or 403(b) plans and other investments accounts at one institution with a unified investment strategy
• Evaluate options to tackle student loan debt
• Review a benefit package and discuss pros and cons of participation in certain programs
• Retirement planning and income projections during retirement
• Discuss best uses of extra cash (e.g. pay off debt or invest)
• Asset protection strategies
• Simplifying and organizing your financial life with a cohesive financial and investment strategy
• College planning and education savings goals
• Managing retirement plans at work
• Evaluating your insurance coverage such as life, disability, umbrella liability
• Working to help clients limit unnecessary exposure in the market by emphasizing diversification, discipline, and patience
• Saving strategies to make the best use of cash flows and income, including how to invest extra cash and balance multiple financial goals
• Financial modeling and goal-based projections and recommendations
• Tax-efficient investing and planning with tax consequences in mind
• Helping ensure estate planning documents are kept up to date
• Ongoing investment management from a fiduciary and fee-only financial advisor

Contact a financial advisor today to learn more about Private Wealth Management for doctors, dentists, and medical professionals.

Wealth and Asset Management for Doctors and Medical Professionals

• Portfolio management
• Financial advisory support
• Retirement planning
• Tax-minded guidance
• Proactive support and ongoing review meetings
• Financial modeling
• Situational Counsel as unexpected changes occur

Fee-Only Financial Advisor

Our clients are looking for an advisor – not a stock broker. As a client, you will never pay commissions or have to worry that your advisor may try to sell you a financial product for their own personal gain. As a fee-only financial advisor, we do not sell securities, investment products, or receive any commissions.

Fiduciary Duty as a Registered Investment Advisor

As a fiduciary and registered investment advisor, we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care as established by law. Unfortunately, many advisors are not fiduciaries, or they are only required to wear their “fiduciary hat” in certain situations.

Independent Wealth Management

We are also completely independent, so you don’t have to worry about fund family allegiances or other corporate actions that could distance us from our clients.

Visit our FAQ page to learn more about our fees and how we work with clients.