A complete list of active advisors currently associated with Physician Wealth Advisors, Inc.

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

Physician Wealth Advisors serves members of the Utah Medical Association and their families, as well as related entities such as physician practices, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm manages both individual and institutional relationships and may introduce clients to alternative investments and exposure to digital assets when appropriate. The investment approach centers on asset allocation and broadly diversified portfolios rooted in the science of capital markets, with periodic rebalancing and a preference for longer-term holdings unless client objectives require otherwise. Portfolios are monitored on an ongoing basis, with attention to tax-aware strategies in taxable accounts, and cryptocurrency exposure is typically obtained through ETFs and other publicly traded vehicles when suitable for a client. Notably, Physician Wealth Advisors is licensed as a resident insurance producer organization and has licensed employees who may sell insurance products, with commissions payable to the firm rather than to individual advisors—an arrangement that is uncommon among multi-team firms. The firm’s ownership by the Utah Medical Association, the provision of basic financial planning as a UMA member benefit, and focused services for physician practices and ERISA plan sponsors distinguish its client focus and service model from more generalist multi-team advisors.

To learn more about the advisors currently working at Physician Wealth 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.