The #1 Financial Advisor For Healthcare Professionals

Financial Advice For Healthcare Professionals & Their Families That’s Done Smarter.

Advice When You Want It.

You Control Your Money.

No Hidden Fees.

Track Your Goals.

Reach The Financial Goals That Truly Matter To You!

A Curated Strategy For…

Bank Safe Technology To Track Your Financial Goals

Connect everything in one place to track & accomplish your financial goals.

Get Personalized Advice From A DocWealth Advisor

Reach your financial goals with advice from a DocWealth Advisor & Certified Financial Planner™ when you want it.

Run Advanced Investment Scenarios & Projections

Weigh your level of investment risk against historic investment data & projections from the top firms in the industry.

Plan For Your Eventual Retirement

If your thinking short-term strategy you will not be able to make the most of your wealth. Retirement planning is the security base of any good financial plan.

Maximize Your Student Loan Savings

Create a strategy to maximize your student loan savings taking advantage of all the forgiveness, savings and planning opportunities available to you.

Our Trusted Advice Guarantees.

We guarantee that all planning will be done by a Certified Financial Planner™ adapted to help healthcare professionals & business owners.

We are obligated by law to always act in the best interest of our clients when providing financial advice and planning expertise.

We guarantee that all our planning professionals have undergone specific education & training to for advisory services in the healthcare industry.

Built For People In Healthcare

What role do you play in healthcare?

If You Work With Patients,

We Work With You.

Are We A Good Fit For You?

Take the 30-second quiz below & lets find out.

Build Your Own Plan & Make The Most of Your Money.

A Curated Strategy For…

  • It’s not all about what you make, poor budgeting can result in taking on bad debt and not making the most of your money.

  • Run an unlimited number of scenarios and see how they will effect your overall financial future. E.g. “What is the effect on the rest of my finances if I buy hat vacation home?”

  • We help you develop a strategy for your student loans. The average client saves $52,000+ over the course of their loan with one of our planners.

  • You probably don’t want to work forever. What does your life after you are done look like?

  • What will it take to open your own clinic? What does a lifetime of medical service look like for you?

  • We build you a plan for risk mitigation with your investments. A strategy meant to protect your money.

The #1 Financial Advisor For Healthcare Professionals

How Would You Like To Get Started?

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View Financial Plans

  • "I will save $46,128 over the course of paying back my student loans thanks to my Advisor John."

    - Ted Alburque, MD.

  • "My Advisor Has Given Me A 5-Year Plan To Opening My Own Dental Practice.. I Thought It Would Take 10 Years."

    - Wallace Turner, DDS

  • "I Wanted To Be Done Working Sooner Than Later, I Have Path To Making That Dream A Reality Now."

    - Jame D. Wess, MD