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Specializing in Financial Advice for Nurse Practitioners

Photo of a female nurse with gray hair smiling, other nurses are out of focus in the background

Why Nurse Practitioners?

As a healthcare professional, you have a multitude of concerns involving your business, your personal life and your financial situation. As such, we strive to help you identify financial opportunities and overcome the challenges you may encounter as a high-income earner.

Before addressing your most pressing areas of concern, we’ll conduct a full examination in order to prescribe the solutions that are best for you. Our goal is to approach your financial wellness with the same level of care that you show your patients.

"We Proudly Serve the Country’s Most Advanced"

Client relationships begin with households maintaining $100K of investable assets.
Additionally, we work best with those that are…

Image of hands typing on a laptop with a stethoscope laying next to themComfortable Working Virtually


Closeup of a pair of hands writing in a notebook with charts and graphsWilling to Delegate to a Professional

Common Financial Challenges Include

  • Becoming Retirement-Ready
  • Establishing Financial Independence
  • Protecting Against Financial Catastrophe
  • Funding Large Financial Goals
  • Managing and Preserving Wealth
  • Maintaining Adequate Insurance Coverage
  • Planning For the Unexpected

Learn More About Our Virtual Process

Check the background of this firm/advisor on FINRA’s BrokerCheck.