Connecticut
David Lincoln
Moneco Advisors
MSFS, CFP®,ChFC®,CLU®
FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$110M
40
Kevin C. Leahy
Connecticut Wealth Management, LLC
CFP®,CPA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$110M
20+
Denis M. Horrigan
Connecticut Wealth Management, LLC
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$110M
16+
Delaware
Michael Joseph Sicuranza
Affinity Wealth Management, LLC.
AEP,CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$750K
$91M
22
Maryland
Joseph Cope
Cope Connelly
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$700M+
14
New Hampshire
Michael H. Fogarty
The Foundry Financial Group, Inc.
CFP®,ChFC®,CLU®
FPA,FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$120M
26
New Jersey
David K. Sebastian
The Physicians Wealth Management Group
AAMS®,CFP®,CRPC
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based, Commission Based
$500K
$100M
38
Howard Hook
EKS Associates
CFP®,CPA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
No Minimum
$82M
30
Steven Wayne Kaye
AEPG Wealth Strategies
CFP®, ChFC, CLU, CEBS, RHU, AAMS, CRC, AIF®,IFEBP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$890M
35
Brian M. Picariello
Traust Sollus Wealth Management, LLC
CFA®,CPA,PFS
FPA,AICPA,CFA Institute
Minimum Portfolio:
Years Experience:
Fee Based
$2M
18
New York
Steven Abernathy
The Abernathy Group II
CFA Institute
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
30+
Lawrence B. Keller
Physician Financial Services
CFP®,ChFC®,CLU®, RHU®, LUTCF
FPA,MDRT,NAIFA,SFSP
Minimum Portfolio:
Years Experience:
Commission Based
No Minimum
27
Ronald W. Rogé
R.W. Rogé & Company, Inc.
CFP®
NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$245M
31
Albert J. Zdenek, Jr.
Traust Sollus Wealth Management, LLC
CPA,MBA,PFS
AICPA
Minimum Portfolio:
Years Experience:
Fee Based
$2M
35
Pennsylvania
Donald L. DeMuth
Mighty Oak Strong America Investment Company
CFA®,CHBC,CPA,MBA,PFS
NAPFA,AICPA,CFA Institute,NSCHBC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$130M
15+
Rhode Island
Katherine Vessenes
MD Financial
CFP®,JD,RFC
IARFC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
25+
Alabama
Jason Dyken
Dyken Wealth Strategies
MBA,MD
AIF
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based,Commission Based
$250K
17
Florida
Timothy McIntosh
PVG Asset Management
CFP®,MBA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$475M
19
Lynn Chen-Zhang
Zhang Financial
CFP®,CPA,MBA
NAPFA,AICPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$2.6B+
26
Georgia
Julianne F. Andrews
Atlanta Financial Associates, Inc.
AIF®,CFP®,MBA
FPA,FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$200M
29
Lousiana
H. Jude Boudreaux
The Planning Center
CFP®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$650M
17
T. Craig Lewis, III
Lewis Financial Group, L.C.
CFP®,CPA
AICPA
Minimum Portfolio:
Years Experience:
Fee Based,Commission Based
$100K
31+
North Carolina
Giles K. Almond
Matrix Wealth Advisors, Inc.
CFP®,CIMA®,CPA,PFS
FPA,NAPFA,AICPA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$272M+
30+
Erick Parker Barone
New York Life
Minimum Portfolio:
Years Experience:
Commission Based
No Minimum
10
South Carolina
Nicholas C. Pavia
Commonwealth Financial Group
FPA,MDRT
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$50M
12
Tennessee
William B. Howard Jr.
William Howard & Co. Financial Advisors, Inc.
CFP®,ChFC®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$214M+
38
Illinois
Michael Edward Leonetti
Leonetti & Associates, LLC
AIF®,CFP®,CFS
FPA,NAPFA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$200K
$700M
35
Michael Jankowski
Wealth Planning Network
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$150M
20+
Ronald J. Paprocki
MEDIQUS Asset Advisors, Inc.
CFP®,CHBC,JD
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible-$500K
$850M
35
Mary McGrath
Cozad Asset Management, Inc.
CFP®,CPA
FPA,AICPA
Minimum Portfolio:
Years Experience:
Fee Based
Flexible
35
Michael P. Kabarec
Kabarec Financial Advisors, Ltd.
CFP®,CPA,EA,PFS
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$190M
35
Adam Jeffrey Glassberg
D3 Financial Counselors
CFP®,CIMA®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$250M
9
Brent R. Brodeski
Savant Capital Management
CFA®,CFP®,CPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$5.5B
30
Cristine Marik
OFM Wealth
CFA®,CFP®
FPA,CFA Institute
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$200M
20
Indiana
Elaine E. Bedel
Bedel Financial Consulting, Inc.
CFP®
FPA,NAPFA,FFP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$1M+
30+
Iowa
Reed Rinderknecht
Foster Group
CFP®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$300K
$975M
21
Kansas
Michael J. Searcy
Searcy Financial Services, Inc.
CFP®,ChFC®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
41
Michigan
Charles Zhang
Zhang Financial
CFP®,ChFC®,CLU®,MBA
NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$2.6B
26
Bradley Augustine
LPL Financial
AIF®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$90M
9
Minnesota
Josh Lantz
MD Financial Advisors
CRPC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
10+
Katherine Vessenes
MD Financial Advisors
JD, CFP, RFC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
25+
Missouri
Diane Sher
Krilogy - The Sher Group
AIF®,CFP®,CPA,PFS
FPA,AICPA,FSI,NAIFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$100M+
31
Ohio
Barbara Camaglia
Legacy Financial Advisors LLC
CFP®,CPA
NAPFA,AICPA
Minimum Portfolio:
Years Experience:
Fee Only
No Minimum
20+
Matthew J. Kirby
Hamilton Capital Management, Inc.
CFP®
FPA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
11
Michael P. Faieta
Hamilton Capital Management, Inc.
CFP®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
17
Peter S. Geldis
Hamilton Capital Management, Inc.
CFP®,MBA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
13
James D. Yurman
James D. Yurman & Assoc., Inc
CFA®, ChFC, CFP®,CPA, JD, CLU®, LLM, MBA
FPA, FFP, MDRT, NAIFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$100K
$2B
55
Paul A. Gydosh, Jr.
Kensington Wealth Partners, Ltd.
CFP®, CRPC, MBA
FPA
Minimum Portfolio:
Years Experience:
Fee Based
$100M
29
Wisconsin
Mike Arnow
Sattell, Johnson, Appel, Financial Advisory, LLC
CFP®,CPA
FPA,AICPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$350M
35
Arizona
Patricia F. Raskob
Raskob Kambourian Financial Advisors Ltd.
ATA,CFP®,EA
Minimum Portfolio:
Years Experience:
Fee Only
No Minimum
32
John Stephens
TCI Wealth Advisors, Inc.
CFA®,CFP®,MBA,MD
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2.4B
18
Oklahoma
R. Todd Owens
Baker Asset Management
CFA®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$200M
25
Texas
Adam Todd
FMP Wealth Advisers | Financial Management Professionals INC
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
584M+
19
Jimmy Zimmerman
Beaird Harris
AEP,CFP®,CLU®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$923M+
19
California
Robert Kaplan
Kaplan Financial
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$100K
$125M+
25
Brian David Hoyt
Tax & Capital Management 360
AIF®,CPA,PFS
Minimum Portfolio:
Years Experience:
Fee Based
Flexible
19
Colorado
Matthew Kelley
Gold Medal Waters, Inc.
AAMS®,AIF®,CFP®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$95M
19
Oregon
Mohammad Saeed Rahman
Rubicon Global Group
CFA®
CFA Institute
Minimum Portfolio:
Years Experience:
Fee Only
Flexible
33
Washington
Blaine A. Carr
Petersen Hastings Investment Management
AIF®,CFP®,CPA®
FPA,NAPFA,AICPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$651K+
19
Gregory T. Stapp
Stapp Wealth Management, PLLC
CFP®,CPA,PFS
NAPFA,AICPA,NATP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$250K
$68M+
28
This paid directory is a yearly feature. It grants Medical Economics readers access to advisers with special experience in meeting the unique financial goals and challenges of physicians. Select the buttons above to view listings by U.S. region.
