Who we are

A financial services practice dedicated to addressing the financial needs of medical professionals.

Are you an MD? Are you a PA? Are you a CRNA? Our clients range from healthcare professionals completing residency to those exiting their practice. It is our belief that all healthcare professionals should have a financial plan at every stage of their professional development.

What we do

We believe physicians should have a plan at every stage of their career. Depending on the complexity of the case, we offer two tiers of services to our clients.


WealthEssential, our foundational planning solution, is designed to help you address specific needs, such as the acquisition of disability income insurance.



WealthElite, our comprehensive fee-based planning program, is a detailed multidisciplinary
approach that looks at all areas of a client’s financial situation.


Meet our team

Connect Now

We encourage you to contact us to explore our service offerings and set up a no obligation consultation.


Three Alliance Center
3550 Lenox Rd NE
Suite 1100A
Atlanta, GA 30326