From financial planning for new doctors to retirement planning for doctors who are nearing the end of their careers, we offer financial services for physicians, by physicians. It’s time you got trusted support for your investment, preservation, and retirement goals.
Attend is a seamless tech-enabled financial independence platform that’s tailored to fit the unparalleled lifestyle of a physician. No matter the stage of your financial journey, you get access to powerful tools and actionable guidance to optimize your wealth, minimize the stress caused by medical school debt, and safeguard your financial future.
The demands of your career and the weight of medical school debt can feel overwhelming. That’s why we take a comprehensive financial planning approach designed to simplify your financial life and help you move forward with confidence. With ongoing guidance and net worth tracking, you can focus more on your patients and less on financial stress.
Cash flow/budgeting
Student loan strategies
Retirement planning
Risk management
Disability insurance
Student loan repayment
strategies for doctors
Goal setting
Net worth tracking
Tax planning
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You and your loved ones deserve risk management solutions to protect your income and assets. Our team of physician financial advisors is committed to your financial stability and has the right tools to make it happen. Because Attend is independent and not tied to one company, our recommendations are based solely on your needs and not for sales-driven purposes.
Disability insurance
Life insurance
Income protection strategies
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As part of our wealth management for physicians, we guide your investments and help you develop optimal strategies. You don’t need investable assets to begin working with us, because planning is now accessible earlier in your career. Our management approach is focused on simplicity and education, setting you up for sustainable success.
Designed to grow and preserve your wealth as it increases
Strategies tailored to your career stage and risk tolerance
Aligned with your long-term financial goals
Transparent, fiduciary approach
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Our comprehensive services are built around three core pillars—Planning, Investments, and Insurance designed to address every stage of your financial life.
Our team often collaborates with leaders from schools and medical programs around the nation, providing financial insights and instruction that empower doctors as they begin their careers.
Here are some of the medical residency programs that have hosted our seminars and webinars:
Medical school debt is one of the most challenging hurdles to overcome. An actionable plan to right-size your debt over time can be the difference between loving or regretting a career in medicine.
Answer a few questions and receive a plan that tells you the steps you need to take on the road to financial freedom.
Without the heavy burden of financial stress about your future weighing you down, you're more able to focus on the here and the now and be present for your patients.
You deserve a financial partner who listens, prioritizes your needs, and acts with complete transparency so you can move forward with confidence. As a fiduciary, our Atlanta-based financial advisor team is legally and ethically bound to put your interests above all else—always. That means you can trust that every recommendation is designed with your unique goals, challenges, and values in mind, not commissions or hidden agendas.
A stable financial future starts with clarity and confidence. Our team is here to guide you through life’s complex decisions, turning your goals into clear, practical steps—always with your best interests at heart.
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