Who We Serve
From residency to retirement,
and every stage between.
Attend Wealth works with physicians at every point in their career. Your financial priorities shift dramatically from residency through retirement. Our advice shifts with them.
How We Support You
Pricing that grows with your career.
Transparent, flat monthly pricing, billed annually. Each tier builds on the one before it, so you only pay for the depth of guidance your stage actually needs.
Residents
$129/mo
billed annually
Get Started- Cash Flow & Budget Planning
- Student Loan Strategy
- Disability / Life Insurance Review
- Investment Strategy Review
Attendings
$349/mo
billed annually
Get StartedEverything in Residents, plus:
- Roth IRA / Backdoor Roth Setup
- Employer Benefits Review
- Future Financial Position Planning
- Investment Management
- Tax Strategy & Planning
- Retirement Planning
- CPA / Attorney Coordination
Sr. Attendings
$999/mo
billed annually
Get StartedEverything in Attendings, plus:
- Estate & Legacy Planning
- Advanced Tax & Roth Conversion Strategy
- Private Investment & Alternatives Vetting
- Asset Protection Planning
- Charitable Giving & Donor-Advised Funds
- Entity / Practice Structure Planning
- Retirement Plans for Physician Practices
- Wealth Transfer & Trust Coordination
Practice Owner
Custom
tailored to your practice
Get StartedEverything in Sr. Attendings, plus:
- Practice cash flow & overhead analysis
- Business entity & compensation structuring
- Buy-sell & succession planning
- Key-person & practice insurance
- Group retirement plan administration
Every engagement starts with a complimentary consultation. No commitment, no pressure. Practice Owner pricing is tailored to the size and structure of your practice.
Career Stage
Advice that meets you where you are.
A financial plan for a third-year resident looks nothing like one for a physician five years from retirement. We build each plan around your stage, not a template.
Resident & Fellow
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.
- Start student loan strategy early (PSLF vs. refinance)
- Establish an emergency fund on a resident stipend
- Begin disability insurance before rates rise
- Open and fund a Roth IRA while income is low
- Understand your benefits package: 403(b) match, HSA
Early Attending
The first years of attending income are the highest-leverage window of your financial life. Smart moves now accelerate everything that follows.
- Maximize 401(k)/403(b) and backdoor Roth IRA
- Execute your student loan strategy
- Build a proper insurance foundation
- Establish a cash flow system for your new income
- Start a coordinated investment plan
Established Physician
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.
- Optimize tax strategy with your CPA
- Review and rebalance your investment portfolio
- Estate planning: trusts, beneficiaries, asset protection
- College funding (529 plans) for your children
- Evaluate alternative investment opportunities
Practice Owner
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.
- Entity structure: S-Corp, PLLC, or PC
- Defined benefit and solo 401(k) plan design
- Separate business and personal cash flow
- Key-person insurance and buy-sell agreements
- Practice valuation and succession planning
Pre-Retirement
The five to ten years before retirement are when financial decisions matter most. We build a distribution plan so your transition from medicine is on your terms.
- Retirement income modeling and distribution strategy
- Roth conversion ladders before required distributions
- Social Security timing optimization
- Medicare and healthcare coverage planning
- Final estate plan review and updates
Regardless of Specialty
Every specialty. Every practice setting.
Whether you work at an academic medical center, a community hospital, a private practice, or as a locum tenens physician, Attend Wealth has the expertise to guide you.
Do not see your specialty listed? We serve all physician specialties. Reach out and we will confirm we are a good fit.
Any practice setting. Nationwide.
Attend Wealth is virtual-first, which means we work with physicians in every state. Our advisors understand the differences between W-2 employment at a hospital system and the financial complexity of owning your own practice.
Employed Physicians
Academic medical centers, health systems, hospital-employed practices. We optimize benefits, maximize retirement contributions, and build your personal plan around your employment structure.
Private Practice Owners
Entity selection, solo 401(k) or defined-benefit plans, business and personal cash flow separation. We handle the complexity of running a practice alongside your personal finances.
Locum Tenens
Variable income, multiple 1099s, and no employer benefits. Locum physicians need a different kind of financial plan. We build it around how you actually work.