Who We Serve

As financial consultants, we partner with successful physicians who work hard for themselves and their families. We advise families who want more than a financial plan which focuses primarily on investment management.

We work with many hospital specialists to help them make better financial decisions for their families. We also advise the few physicians still in private practice. We can help those physicians with profitability, increasing their savings rate, and protecting their assets. We have a number of physicians who have been able to retire early due to our efforts.

You’re good at what you do, we’re good at what we do, and this is why we are passionate about using our expertise to ensure you’re in a good position. Together, and only after uncovering the many areas of your financial picture, we can put together a plan of care for your family.

We specialize in working with physicians and their families because they are good at delegating responsibility and understand the importance of utilizing specialists. Meeting production goals and dealing with RVUs, a physician understands the value of concierge-level service that puts the patient first—much like how we spend significant time and effort to do everything we can for the physicians in our care. We’re always here to answer calls and respond quickly. For a family under our care, we answer calls from 8:00 a.m.-8:00 p.m., seven days a week; if we miss your call, we almost always respond within two hours. 

Unlike a financial advisor, we have—and will always have a focus on quality over quantity—with such an intimate focus, we can review the many pieces of your financial puzzle. We are unlike other advisors out there because our practice is by careful design. Our managing partner, Derrick Handwerk, designed the practice to be small and service-oriented, and our service paradigm is not scalable. Unlike the average financial advisor who has 200-400 clients, we will never have 100 clients and we will not make several million dollars a year in fees like the big companies. But that is just fine with us.