Top financial advisors working with doctors and medical professionals in Arkansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're a doctor or medical professional in Arkansas, you likely face unique financial challenges like managing student loans, irregular income, and planning for practice ownership. Without an advisor who understands these specifics, you might miss opportunities to align your financial plan with your career's unique cash flow and risks.
- Practice ownership insight. Look for advisors who can guide you through buying, selling, or partnering in a medical practice, not just general small business advice.
- Student loan strategy. Confirm how they incorporate your education debt into your overall financial plan, balancing repayment with saving and investing.
- Insurance needs. Disability insurance is critical for medical professionals; ask if they evaluate multiple carriers to find the best fit for your situation.
- Retirement plan options. Different plans suit different practice setups; ensure they explain why one might be better for you based on your practice structure and goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew W
Series 63, Series 65
Little Rock, AR
White McGowan
Matthew White specializes in serving doctors and medical professionals in Arkansas, leveraging 16 years of experience and his role as founder of White McGowan. His firm offers comprehensive financial planning with flat-fee and hourly consulting options, focusing on real estate investing, tax-loss harvesting, and wealth management. Unlike some advisors, he integrates direct real estate opportunities and insurance products, providing tailored strategies for established professionals managing complex financial needs.
Experience: 17 years
Avg account: $575,810
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John B
CFP®, Series 66
Little Rock, AR
The Arkansas Financial Group, Inc.
John Broadwater Jr. is well-equipped to assist doctors and medical professionals in Arkansas with financial planning, leveraging his 27 years of experience and background at the University of Arkansas for Medical Sciences. His firm, The Arkansas Financial Group, Inc., manages $861 million and offers fee-only wealth management using Modern Portfolio Theory and Behavioral Finance, providing a disciplined investment approach with a flat-fee structure and a focus on high-net-worth clients.
Experience: 27 years
Avg account: $2,610,514
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Sarah G
CFP®, Series 63
Little Rock, AR
Aptus Financial, LLC
Sarah Gutierrez specializes in financial planning for doctors and medical professionals in Arkansas, addressing unique challenges like cash flow management and practice ownership. With 10 years of experience and CFP® certification, she offers flat-fee comprehensive plans and monthly subscription services through Aptus Financial, focusing on tax-aware asset allocation and low-cost index funds, which may appeal to early- to mid-career medical professionals seeking independent, long-term financial guidance.
Experience: 10 years
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William G
CFP®, Series 66
Jonesboro, AR
Edward Jones
William Gutt specializes in financial planning for doctors and medical professionals in Arkansas, with expertise in retirement income strategy and business ownership considerations relevant to medical practice ownership. As a CFP®-certified advisor at Edward Jones, a large firm with a broad national network, he offers a comprehensive wealth management approach with a program fee up to 1.35% annually, distinguishing him from smaller firms or less specialized advisors in the region.
Experience: 6 years
Avg account: $246,728
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Will H
CFP®
Little Rock, AR
Sound Capital
Will Hoofman specializes in serving doctors and medical professionals in Arkansas, offering wealth management tailored to their unique financial challenges. With 12 years of industry experience, CFP® certification, and a 0.70% AUM fee, he combines local expertise with a focus on millennial clients and independence, distinguishing him from others by his personal approach and background advising military families and medical professionals.
Experience: 13 years
Avg account: $164,025
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