Who we serve · Physicians
Attend is a fee-based financial advisor that works with physicians at every stage of their careers. Student loans, disability coverage, tax strategy, and practice finances are handled in one coordinated plan, guided by a physician advisory board.
A physician’s finances follow a different timeline: a decade of training, significant student debt, and then a rapid rise in income with the tax and planning decisions that come with it. Our advice is built around that timeline, at every stage of your career.
Average medical school debt now exceeds $200,000. We build the repayment strategy, whether PSLF, income-driven repayment, or refinancing, that saves the most over your career.
Moving from a resident stipend to an attending salary brings a series of decisions at once. We help you put that income to work from the first paycheck.
High earnings bring AMT exposure, deduction phase-outs, and Roth eligibility limits. Planning ahead keeps more of what you earn.
A 12-hour shift should not end with an evening of tax research. We handle the details so you do not have to.
Why physicians wait
Money still carries a stigma in medicine. Many physicians feel that by this point in their careers they should already have their finances figured out, or they avoid the subject because it is rarely discussed among peers. As a result, student loans, a new income level, and long-term planning often go unaddressed for years.
You spend your career taking care of others. You deserve a financial partner who brings the same level of care to you. Planning for physicians has to follow the shape of a medical career, from residency through retirement, rather than a template built for someone else. Every plan we build starts with where you are today.
A plan for a third-year resident looks nothing like one for a physician five years from retirement. Each plan is built around your stage.
Training is the most financially consequential period of a physician’s career. The decisions you make now on loans, savings, and insurance compound for decades.
The first years of attending income are the highest-leverage window of your financial life. Smart moves now accelerate everything that follows.
Mid-career is when complexity grows. Income is high, taxes follow, and estate planning becomes urgent. We help you keep more of what you earn.
Running a private practice adds a full layer of business finance on top of your personal plan. We coordinate both so nothing falls through the cracks.
The five to ten years before retirement are when decisions matter most. We build a distribution plan so your transition from medicine is on your terms.
Physician advisory board
Our advisory board brings firsthand experience of the financial pressures, career decisions, and trade-offs physicians face. Their input keeps our advice relevant to the realities of medical practice.
Physical Medicine & Rehab
Shepherd Center, Atlanta, GA
Pulmonary Critical Care
Greenville, NC
Plastic Surgery
Houston, TX
Pain Management
Salt Lake City, UT
Physical Medicine & Rehab
New York, NY
Advisory board members are practicing physicians who advise Attend on the needs of the physician community. They are not employees or investment adviser representatives of Attend Wealth and do not provide financial advice to clients.
Practice owners
Practice ownership adds a full layer of business finance on top of your personal plan. Entity selection, practice retirement plans, buy-sell agreements, and owner compensation each carry real consequences, and all of them flow through to your household. We advise on both sides and coordinate with your CPA and attorney on implementation.
PSLF, income-driven repayment, or refinancing, modeled against your actual career path.
Own-occupation disability and term life sized to a physician’s income, placed in-house.
Backdoor Roth, entity elections, and year-round coordination with your CPA.
Schedule a consult today. Bring your loan statements, your contract, or the question you have been putting off.
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