A complete list of active advisors currently associated with Physician Family Financial Advisors Inc

Warmer can help you find a great advisor at Physician Family Financial Advisors Inc or one who fits your needs even better.

Physician Family Financial Advisors focuses on physician families and other individual clients, and also serves a small number of employer‑sponsored retirement plans. The firm offers financial planning, investment guidance, and discretionary account management and reports managing roughly $283 million on a discretionary basis for several hundred client relationships. The firm’s investment approach emphasizes diversified, passive strategies—primarily index mutual funds and ETFs—along with balanced allocations, a fully invested posture, and tax‑aware practices including proactive tax‑loss harvesting for accounts sub‑advised by Betterment. It recommends custodians and platform partners (including Schwab and Altruist), monitors managed accounts at least annually, and covers the cost of Betterment’s services for members as part of its membership fee. Compared with many peers, the firm markets its services through paid listings with professional organizations and other promotional arrangements disclosed in its brochure, and it uses a monthly membership fee model rather than charging percentage‑of‑assets fees or performance‑based fees. The brochure also discloses use of AI notetaking during videocalls (with an opt‑out) and notes a recently resolved regulatory matter involving a firm representative.

To learn more about the advisors currently working at Physician Family Financial Advisors Inc, 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.