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Kyle H

Series 65

Beaverton, OR

Physician Family Financial Advisors Inc

Kyle Hoelzle is a financial advisor at Physician Family Financial Advisors Inc in Beaverton, Oregon, holding a Series 65 credential with 10 years of industry experience. He has worked at Physician Family Financial Advisors Inc since 2015. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm focuses on diversified, passive investment allocations using primarily index mutual funds and ETFs, combining tax-aware strategies with a balanced stock-and-bond mix while offering financial planning, investment guidance, and discretionary account management.

Passive / index investing Tax-loss harvesting Doctor or Medical Professional Parents
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Nathan R

Series 65

Beaverton, OR

Physician Family Financial Advisors Inc

Nathan Reineke is a financial advisor with Physician Family Financial Advisors Inc in Beaverton, OR, holding a Series 65 designation and eight years of industry experience. He has worked at Physician Family Financial Advisors since 2018 and previously spent two years at Daimler Trucks North America. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm employs a diversified, passive investment approach focused on index mutual funds and ETFs, alongside tax-aware strategies, and operates using a non-asset-under-management fee model.

Passive / index investing Tax-loss harvesting Doctor or Medical Professional Parents
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