A complete list of active advisors currently associated with MedCentric Financial Network
Warmer can help you find a great advisor at MedCentric Financial Network or one who fits your needs even better.
MedCentric Financial Network operates an internet-based referral network that connects healthcare professionals and other highly compensated individuals with pre-screened, independent fee‑only financial advisors. The firm does not provide financial planning, portfolio management, custody, or periodic account reporting itself; it facilitates introductions and provides referrals with each advisor’s disclosure materials. The firm’s advisor selection process emphasizes professional credentials (including CFPs), regulatory and ethical compliance, multi‑year experience, and fee‑only compensation; candidate advisors are evaluated for cost effectiveness and adherence to a defined code of ethics. MedCentric’s role is limited to vetting and recommending advisors and it recommends that referrals perform their own due diligence and enter into separate written agreements with chosen advisors. Compared with typical independent advisory firms, MedCentric is unusual in that it reports no assets under management, does not provide portfolio management or accept investment discretion or custody, and is not compensated via a portion of an advisor’s investment management fees. The firm’s narrow focus on highly compensated medical and similar professionals and its founder’s combined medical and financial‑planning background are distinctive elements that shape its vetting and referral model.
To learn more about the advisors currently working at MedCentric Financial Network, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 30
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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