Why WealthMD

As a physician, you have unique financial challenges. While you spent thousands of hours training to practice medicine, research suggests that you’re unlikely to have received an education in the business of medicine. Perhaps this leaves you feeling overwhelmed about managing your finances.

Through working one-on-one with thousands of physicians throughout the country and facilitating our popular Financial Wellness for the 2024 Physician lecture at numerous teaching hospitals, we have come to understand the critical transitions that are part of the progression from training to practice and beyond. As a client, you’ll benefit from our systematic process, ongoing education, and guidance that helps prevent common mistakes which hinder long-term wealth.

Regardless of where you are in your life and career, we’ll remove the fear, disorganization, and emotional decision-making that often come with financial planning. With WealthMD, you’ll be able to relax knowing that a team of experts who have your best interest at heart are working to plan and coordinate your finances in a way that helps you achieve your goals.