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Experienced Financial Advisors Helping Phsyicians & New Doctors

Get specialized financial guidance from residency through retirement. Whether you need help with physician financial planning, investments, or asset protection, we provide strategies that allow you to focus on medicine while your money works hard for you.

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The Advantages of Wealth Management for Physicians

Managing your finances as a physician can feel overwhelming with student loans, new income, retirement plans, and tax decisions all happening at once. Attend makes it simple.

For Physicians. By Physicians. Guided by a physician-led advisory board, we understand your concerns firsthand and create strategies designed around the medical life.

Our comprehensive approach enables us to customize financial strategies for every stage of your medical career.

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Retirement planning

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Investment management

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Student loan debt

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Insurance

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Tax planning for physicians

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Estate planning

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Contract review

What to Expect From Your Physician Financial Advisor

We believe in keeping the planning process clear and collaborative. First, we get to know you and review your current financial picture. From there, our licensed professionals build a goal-based plan that’s tailored to your priorities. You always know the “why” behind our recommendations, and together we break your plan into straightforward action steps.

Our personalized checklists help you focus on the most impactful steps:

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Set up a time to talk to our team.

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Review your financial situation with a licensed financial professional

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Review the plan and get clear action items to realize your goals.

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Review the plan and get clear action items to realize your goals.

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Review your financial situation with a licensed financial professional.

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Our team creates a goal-based plan.

No Matter Where You Are on Your Journey, We’re Here to Support You

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Answers to Frequently Asked Questions

Can Attend help me create a financial plan?
Does Attend give student loan guidance?
Can I get help with contract negotiations?
Can Attend do my taxes?
Does Attend offer estate planning?

Your Ideal Future Starts Here

A collaborative conversation is the first step toward a stronger future for you and your loved ones. So let’s get things started. We can’t wait to learn about your goals and then chart the course toward meeting them.

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