Who we are

A financial services practice dedicated to addressing the financial needs of medical professionals.

You want to secure your financial future and maximize your income but you don’t have the time or expertise to create a comprehensive plan. We’ve helped healthcare professionals at every stage- those completing residency to those exiting their practices create financial plans that help them achieve their goals. Whether you are an MD, PA, or CRNA, we’ll remove the uncertainty and stress you may feel over financial planning and guide you towards financial freedom.

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What we do

Physicians should have a plan at every stage of their career. Depending on your particular situation, we tailor our services to meet your needs.

WealthEssential

WealthEssential, our foundational planning solution, is designed to help you address specific needs, such as the acquisition of disability income insurance.

WealthEssential

WealthElite

WealthElite, our comprehensive fee-based planning process, is a detailed multidisciplinary
approach that looks at all areas of a client’s financial situation.

WealthElite

Meet our team

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Connect Now

Explore our service offerings by setting up a no obligation consultation.

WealthMD

Three Alliance Center
3550 Lenox Rd NE
Suite 1100A
Atlanta, GA 30326

(404) 926 - 1335
(404) 585 - 4330