Physicians

Physicians lead extremely busy lives, and they face immense demands to both maintain their professional skills and manage their medical practices. For many physicians, working on their own financial plans at the end of the day is a burden and a hassle.

With so many demands on their time and attention, many Washington, DC, area physicians have turned to Ivy League Financial Advisors to help them manage their financial affairs. Our comprehensive financial planning for physicians is designed to relieve some of that burden and to ensure that the needs of both the individual (or family) and the practice are addressed.

Ivy League Financial Advisors is a fee-only financial planning firm. What that means is that we are committed to a high standard of care that guarantees we will work in our clients’ best interests at all times. Like physicians, we want to develop long-term relationships with our clients and to provide them with the very best care possible.

Our comprehensive financial planning program for physicians and their practices includes:

  • Asset allocation and ongoing investment management advice
  • Retirement plan design and selection
  • Risk management
  • Estate planning
  • Cash flow management
  • Succession or partnership planning

Let us give you an initial financial diagnosis. We can help identify potentially troublesome financial conditions and resolve them before they reach the critical stage.

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11 North Washington Street, Suite 250, Rockville, MD 20850
P: 301-258-1300 / 877-321-PLAN / F: 301-990-9664 / This email address is being protected from spambots. You need JavaScript enabled to view it.