A complete list of active advisors currently associated with Physician Wealth Solutions

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

Physician Wealth Solutions is a fee‑only, SEC‑registered investment adviser that serves individuals and families and also provides retirement plan consulting to plan sponsors and participants. The firm offers discretionary investment management and integrated financial planning (financial planning is included with advisory services rather than offered as a standalone product). The firm follows a long‑term, goals‑based investment approach emphasizing asset allocation, broad diversification, and cost‑efficient mutual funds and ETFs, with attention to tax‑aware portfolio construction and periodic rebalancing. It accepts discretionary authority for client accounts, provides advice and monitoring for held‑away assets (such as employer retirement plans and annuities) but does not execute transactions in those held‑away accounts, and includes electronically connected held‑away assets in portfolio valuation when available. Noteworthy features include an unusually high scale of assets per advisor: the firm reports approximately $298.9 million in discretionary client assets while operating with a single advisor and about 107 clients, which is uncommon for firms of this size and model. The firm also reflects a physician‑led background and offers ERISA fiduciary retirement plan consulting on a non‑discretionary basis, and it has a documented succession arrangement to support continuity of client services.

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