From financial planning for residents and fellows to retirement planning for doctors with one foot out the door, our Atlanta-based financial planners offer a full range of services. Everyone’s journey is unique, and we’re here to help you make the most of yours.
Here’s a closer look at how our team educates and empowers you throughout your physician journey:
Cash Flow & Budget Planning
Student Loan Strategy
Disability / Life Insurance Review
Investment Strategy Review
billed annually
Cash Flow & Budget Planning
Student Loan Strategy
Disability / Life Insurance Review
Investment Strategy Review
Roth IRA / Backdoor Roth Setup
Employer Benefits Review
Future Financial Position Planning
Investment Management
Tax Strategy & Planning
Retirement Planning
CPA / Attorney Coordination
billed annually
Cash Flow & Budget Planning
Student Loan Strategy
Disability / Life Insurance Review
Investment Strategy Review
Roth IRA / Backdoor Roth Setup
Employer Benefits Review
Future Financial Position Planning
Investment Management
Tax Strategy & Planning
Retirement Planning
CPA / Attorney Coordination
Estate & Legacy Planning
Private Investment Vetting
Entity / Practice Structure Planning
Retirement Plans for Physician Practices
Let’s talk about the elephant in the waiting room: money still carries a stigma in medicine. Many physicians feel that by this stage in their careers, they should already “know” how to manage their finances. Or they avoid discussing money altogether because it feels taboo among peers. The result? Challenges like managing student loan debt, navigating new income levels, and planning for the future often go unaddressed.
You dedicate your life to caring for others. You deserve a financial partner who brings that same level of care to you. True wealth management for physicians must reflect the unique rhythm of a medical career, from residency to retirement, not a one-size-fits-all solution pulled off a shelf. At Attend Wealth, we tailor every plan to meet you where you are and help you build lasting financial confidence for the years ahead.
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.
Even if you’re comfortable discussing finances, when will you have time to sift through the overwhelming amount of information? And how will you identify the optimal strategies?
We understand the financial challenges of healthcare professionals because we share them. Our founding team is stacked with physicians and a clinical advisory board, giving us a deep understanding of the setbacks you face in your unique financial journey.
Attend gives physicians access to the financial tools, resources, and community they need to break free of the stigma that’s holding them back. By normalizing financial empowerment and creating a safe space for physicians, we aim to be a catalyst for helping you experience and enjoy the independence you dreamed about in medical school.
As you care for your patients, let us help you care for your financial well-being. Our service-first philosophy means every plan is designed with your goals, values, and priorities in mind. Together, we create a clear path forward that supports the future you’re working so hard to build.
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