You Take Care of Everyone. Who’s Taking Care of Your Financial Plan?

From your first attending paycheck to practice ownership and everything in between, we help medical professionals make thoughtful financial decisions that protect what they've built and position them for what's next.

From residency to retirement, we're here for the financial life behind your medical career.

Let's Talk About Your Financial Future

Your Career Doesn't Follow a Typical Financial Timeline. Neither Should Your Financial Plan.

Medical professionals spend years investing in their education, training and careers before reaching their peak earning years.

Then the questions start coming fast:

Should I pay off my loans or invest?
Is my disability coverage enough?
Am I saving enough for retirement?
Should I buy a home?
How should I handle my new attending income?
Do I need more life insurance?
Should I become a partner?
What happens if I want to cut back or retire early?

You shouldn't have to figure those answers out between patients.

That's where we come in.

At AVA Wealth Advisors, we help medical professionals connect the dots between income, protection, investments, taxes, retirement and the life they want to live.

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I'm making more money than I ever have. Why do I still feel like I'm behind?

Because income and wealth are two different things. A high income creates opportunity, but without intentional planning, increased income can quickly be absorbed by taxes, lifestyle and competing financial goals.

Should I pay off my student loans before investing?

Not necessarily. The right strategy depends on your interest rates, repayment program, employer, career path and other goals.

How much disability insurance do I really need?

That's a question worth examining carefully. Your employer coverage, individual coverage, income, specialty, existing assets and future earning potential all matter.

I'm considering becoming a partner. When should I start planning?

Before you sign.

Practice ownership can change your personal financial plan significantly, so it's worth understanding the financial implications before making the commitment.

You've Spent Your Career Planning for Everyone Else

Let's make sure there's a plan for you, too.

Whether you're stepping into your first attending role, building a practice, growing your wealth or thinking about what's next, we're here to help you make the most of what you've worked so hard to build.

Schedule a Consultation