A complete list of active advisors currently associated with MedWealth Advisors
Warmer can help you find a great advisor at MedWealth Advisors or one who fits your needs even better.
MedWealth Advisors is an independent, single‑advisor firm that provides individualized investment management and ongoing comprehensive financial planning. The firm primarily works with medical doctors at all career stages, while retaining the discretion to accept non‑physician clients. Investment decisions combine fundamental and technical analysis within a Modern Portfolio Theory framework, using a mix of passive and active vehicles to construct diversified, goal‑oriented portfolios. Accounts are managed on a discretionary basis within client‑imposed restrictions, with regular reviews and ongoing planner contact to monitor implementation and update plans. Notably, the firm does not rely solely on a standard percentage‑of‑assets fee model and instead uses alternative billing arrangements tailored to physician clients, including flat and income‑based options and blended net‑worth–based fees for others. The practice is small in scale—managing under $10 million for a low‑teens client roster—operates without outside affiliations or third‑party compensation, and is led by a CFP‑certified principal who also engages in limited outside consulting.
To learn more about the advisors currently working at MedWealth Advisors, 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 |
|---|---|---|
Pittsburgh, PA
| 10
|
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