Top financial advisors working with veterinarians
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 veterinarian facing unique financial challenges like irregular income or planning for a practice sale, you need an advisor who understands the nuances of your profession. Without this insight, it’s easy to overlook key factors like fluctuating cash flow or the tax implications of your business structure.
- Income variability management. Ask how they help smooth out irregular earnings common in veterinary careers.
- Practice transition planning. Confirm their experience guiding clients through buying, selling, or valuing a veterinary practice.
- Tax strategy for veterinarians. Look for advisors who tailor tax planning to your profession’s specific deductions and retirement options.
- Insurance and risk review. Ensure they address risks unique to veterinary work, such as disability or liability coverage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael D
Series 65
Jericho, NY
Lifeworks Advisors, LLC
Michael Demkiw's experience with business exit and sale strategy, combined with his focus on retirement income strategy, equips him to address financial challenges unique to veterinarians, such as practice transitions and income variability. Operating from Jericho, NY, he offers flat-fee financial planning through Lifeworks Advisors, LLC, an independent firm that emphasizes long-term investing with low-cost mutual funds and ETFs, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 4 years
Avg account: $506,000
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Davin R
Series 66
Frederick, MD
Merrill
Davin Rudy is well-equipped to support veterinarians with financial planning needs, offering expertise in wealth management, tax minimization, and retirement income strategy tailored to professionals like veterinarians. Based in Frederick, MD, he operates within Merrill, a large firm, and brings 15 years of industry experience along with a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a broad skill set and firm resources compared to other advisors.
Experience: 16 years
Avg account: $860,085
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Michael S
CFP®, Series 63
Princeton, NJ
Sabadoodle
Michael Sabatino specializes in financial planning for veterinarians, addressing unique challenges like student loan debt and cash flow management, which are critical for those in veterinary careers. Based in Princeton, NJ, he offers flat-fee services through his firm Sabadoodle, focusing on non-high-net-worth veterinarians and young professionals, providing personalized planning and low-cost portfolio management that differentiates him from advisors with broader or high-net-worth client bases.
Experience: 11 years
Avg account: $83,333
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Sherry T
Series 65
Omaha, NE
Doctors Family Office LLC
Sherry Taxman specializes in financial planning for veterinarians, addressing unique needs like tax strategies for small businesses and general estate planning, which are crucial for managing irregular income and practice transitions. Operating independently with a flat-fee structure, she offers personalized consulting from Omaha, NE, focusing on comprehensive planning without direct portfolio management, distinguishing her from advisors who may combine investment management with financial advice.
Experience: 14 years
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Matthew T
Series 63, Series 65
Beachwood, OH
Taub Investment Planning Services LLC
Matthew Taub specializes in financial planning for veterinarians, addressing unique challenges like irregular income and practice transitions with nine years of experience and a focus on wealth management. Operating independently in Beachwood, Ohio, he offers a flat-fee structure for planning and consulting, combining financial expertise with legal knowledge to provide tailored tax and risk management strategies uncommon among nearby advisors.
Experience: 9 years
Avg account: $272,974
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