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Joseph M
Series 63, Series 65
Newport, WA
Physician Advising LLC
Joseph Matelich is a financial advisor with Physician Advising LLC in Newport, WA, holding Series 63 and Series 65 credentials. He has nine years of industry experience, including prior roles at RoseCap Investment Advisors and Backroads. Since 2017, he has been with Physician Advising LLC in various capacities. Physician Advising LLC provides financial planning and discretionary investment management to individuals, high-net-worth individuals, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, managing diversified portfolios primarily with index mutual funds and ETFs.
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