Top financial advisors working with doctors and medical professionals
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.
Doctors and medical professionals often face unique financial challenges like delayed career start, significant student debt, and complex practice ownership decisions. Without an advisor who understands these specifics, you risk missing how your debt, income, and practice equity interact to shape your financial future.
- Practice ownership experience. Look for advisors who have recent, direct experience helping clients with buy-ins, sales, or partnerships in medical practices, not just general small business advice.
- Disability insurance review. This is a critical but often overlooked area; confirm the advisor evaluates multiple insurance carriers rather than pushing a single product.
- Retirement plan choice. The best plan depends on your practice structure and partners; ask why an advisor would recommend a SEP, solo 401(k), or cash balance plan for you.
- Debt and cash flow modeling. Ensure the advisor integrates your student loans and practice cash flow into your overall financial plan, rather than treating investments in isolation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda F
Series 66
Lexington, NC
Edward Jones
Amanda Fleming specializes in retirement plans for business owners and business financial management, making her well-suited to address the financial complexities faced by doctors and medical professionals. Working at Edward Jones, a large firm with over 23,000 advisors, she offers a comprehensive approach supported by extensive resources, and her fee structure includes an AUM-based program fee up to 1.35% annually, which may differ from smaller firms or independent advisors.
Experience: 1 year
Avg account: $246,728
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Myranda J
Series 66
Chicago, IL
Merrill
Myranda Johnson specializes in serving doctors and medical professionals, offering tailored wealth management and retirement income strategies that consider their unique financial challenges. Based in Chicago and affiliated with Merrill, a large firm, she integrates financial planning with investment management and lending solutions, charging a 1.10% AUM fee for managed strategies under $2 million, which may appeal to established professionals seeking comprehensive support.
Experience: 3 years
Avg account: $860,085
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Ashley O
Series 66
Gretna, VA
11 Financial
Ashley Owens specializes in serving doctors and medical professionals, bringing 13 years of experience and a Series 66 designation to address their unique financial challenges. Operating from Gretna, VA, she offers flat-fee and negotiable hourly financial planning through 11 Financial, which combines fundamental and technical analysis with modern portfolio theory, providing both long-term and active investment strategies that differentiate her from other advisors.
Experience: 13 years
Avg account: $246,835
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Kevin H
CFP®, Series 63, Series 65
Birmingham, AL
RFG Advisory, LLC
Kevin Harper's extensive 29-year experience and CFP® certification equip him to address the unique financial challenges faced by doctors and medical professionals, including complex practice ownership and retirement planning. Operating from Birmingham, AL, he offers flat-fee financial planning and combines active and passive investment strategies, distinguishing him from others by integrating diverse portfolio management approaches and serving a broad client base including charitable organizations and corporations.
Experience: 29 years
Avg account: $295,694
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David L
Series 66
Saint Louis, MO
Larson Financial Group, LLC
David Lochstampfor specializes in serving doctors and medical professionals, offering tailored financial planning and retirement-plan consulting that addresses the unique challenges of medical careers. His firm combines strategic and tactical investment approaches with AI-assisted tools, providing a nuanced service that includes pension consulting and portfolio management. Compared to others, his flat-fee and negotiable hourly rates, along with 13 years of experience and independent status, offer flexible and personalized financial guidance in Saint Louis, MO.
Experience: 13 years
Avg account: $1,101,630
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