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.