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SUBSCRIBE: Print / Digital / eNewsletter

2017-2018 Professional Services Guide

 

 

 


 
Connecticut
David Lincoln
Moneco Advisors
MSFS, CFP®,ChFC®,CLU®
FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$110M
40
203-319-3550
View Website
Email Now
Kevin C. Leahy
Connecticut Wealth Management, LLC
CFP®,CPA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$110M
20+
860-470-0290
View Website
Email Now
Denis M. Horrigan
Connecticut Wealth Management, LLC
CFP®
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$110M
16+
860-470-0290
View Website
Email Now
Delaware
Michael Joseph Sicuranza
Affinity Wealth Management, LLC.
AEP,CFP®
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$750K
$91M
22
302-652-6767
View Website
Email Now
Maryland
Joseph Cope
Cope Connelly
CFP®
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$700M+
14
888-336-8402
View Website
Email Now
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
603-528-5171
View Website
Email Now
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
908-608-9800
View Website
Email Now
Howard Hook
EKS Associates
CFP®,CPA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
 
No Minimum
$82M
30
609-921-1016
View Website
Email Now
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
908-757-5600
View Website
Email Now
Brian M. Picariello
Traust Sollus Wealth Management, LLC
CFA®,CPA,PFS
FPA,AICPA,CFA Institute
Minimum Portfolio:
Years Experience:
Fee Based
$2M
18
609-779-6700
View Website
Email Now
New York
Steven Abernathy
The Abernathy Group II
 
CFA Institute
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
 
30+
212-293-3469
View Website
Email Now
Lawrence B. Keller
Physician Financial Services
CFP®,ChFC®,CLU®, RHU®, LUTCF
FPA,MDRT,NAIFA,SFSP
Minimum Portfolio:
Years Experience:
Commission Based
No Minimum
27
516-677-6211
View Website
Email Now
Ronald W. Rogé
R.W. Rogé & Company, Inc.
CFP®
NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$245M
31
631-218-0077
View Website
Email Now
Albert J. Zdenek, Jr.
Traust Sollus Wealth Management, LLC
CPA,MBA,PFS
AICPA
Minimum Portfolio:
Years Experience:
Fee Based
$2M
35
212-661-8682
View Website
Email Now
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+
717-790-9001
View Website
Email Now
 
Legend Financial Advisors
 
 
 
 
 
 
 
 
 
412-635-9210
Email Now
Rhode Island
Katherine Vessenes
MD Financial
CFP®,JD,RFC
IARFC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
25+
401-519-6501
View Website
Email Now
Alabama
Jason Dyken
Dyken Wealth Strategies
MBA,MD
AIF
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based,Commission Based
$250K
 
17
251-955-2827
View Website
Email Now
Florida
Timothy McIntosh
PVG Asset Management
CFP®,MBA
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$475M
19
727-898-7700
View Website
Email Now
 
Doctors Wealth Care
 
 
 
 
 
 
 
 
 
239-449-8000
View Website
 
Doctors Asset Group
 
 
 
 
 
 
 
 
 
239-561-2900
View Website
Lynn Chen-Zhang
Zhang Financial
CFP®,CPA,MBA
NAPFA,AICPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$2.6B+
26
239-325-1826
View Website
Email Now
Georgia
Julianne F. Andrews
Atlanta Financial Associates, Inc.
AIF®,CFP®,MBA
FPA,FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$200M
29
770-261-5385
View Website
Email Now
Lousiana
H. Jude Boudreaux
The Planning Center
CFP®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$650M
17
504-717-4862
View Website
Email Now
T. Craig Lewis, III
Lewis Financial Group, L.C.
CFP®,CPA
AICPA
Minimum Portfolio:
Years Experience:
Fee Based,Commission Based
$100K
31+
318-797-0447
View Website
Email Now
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+
704-358-3322
View Website
Email Now
Erick Parker Barone
New York Life
 
 
Minimum Portfolio:
Years Experience:
Commission Based
No Minimum
10
704-358-3322 Ext 2
View Website
Email Now
South Carolina
Nicholas C. Pavia
Commonwealth Financial Group
 
FPA,MDRT
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$50M
12
843-884-4545
View Website
Email Now
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
901-761-5068
View Website
Email Now
Illinois
Michael Edward Leonetti
Leonetti & Associates, LLC
AIF®,CFP®,CFS
FPA,NAPFA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$200K
$700M
35
630-208-0010
View Website
Email Now
Michael Jankowski
Wealth Planning Network
 
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$150M
20+
708-481-4000
View Website
Email Now
Ronald J. Paprocki
MEDIQUS Asset Advisors, Inc.
CFP®,CHBC,JD
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible-$500K
$850M
35
312-419-3733
View Website
Email Now
Mary McGrath
Cozad Asset Management, Inc.
CFP®,CPA
FPA,AICPA
Minimum Portfolio:
Years Experience:
Fee Based
Flexible
35
217-356-8363
View Website
Email Now
Michael P. Kabarec
Kabarec Financial Advisors, Ltd.
CFP®,CPA,EA,PFS
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$190M
35
847-934-7777
View Website
Email Now
Adam Jeffrey Glassberg
D3 Financial Counselors
CFP®,CIMA®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$250M
9
630-271-0033
View Website
Email Now
Brent R. Brodeski
Savant Capital Management
CFA®,CFP®,CPA
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$5.5B
30
630-271-0033
View Website
Email Now
 
Calamos Wealth Management LLC
 
 
 
 
 
 
 
 
 
888-857-7604
View Website
Cristine Marik
OFM Wealth
CFA®,CFP®
FPA,CFA Institute
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$200M
20
708-403-2800
View Website
Email Now
Indiana
Elaine E. Bedel
Bedel Financial Consulting, Inc.
CFP®
FPA,NAPFA,FFP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$1M+
30+
317-843-1358
View Website
Email Now
Iowa
Reed Rinderknecht
Foster Group
CFP®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$300K
$975M
21
515-226-9000
View Website
Email Now
Kansas
Michael J. Searcy
Searcy Financial Services, Inc.
CFP®,ChFC®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
 
41
913-814-3800
View Website
Email Now
Michigan
Charles Zhang
Zhang Financial
CFP®,ChFC®,CLU®,MBA
NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$2.6B
26
269-385-5888
View Website
Email Now
Bradley Augustine
LPL Financial
AIF®
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$90M
9
248-485-8123
View Website
Email Now
 
Medfinity Financial
 
 
 
 
 
 
 
 
 
248-633-1394
View Website
Minnesota
 
MD Financial
 
 
 
 
 
 
 
 
 
888-256-6855
View Website
Josh Lantz
MD Financial Advisors
CRPC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
10+
888-256-6855
View Website
Email Now
Katherine Vessenes
MD Financial Advisors
JD, CFP, RFC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
25+
888-256-6855
View Website
Email Now
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
314-862-6268
View Website
Email Now
Ohio
Barbara Camaglia
Legacy Financial Advisors LLC
CFP®,CPA
NAPFA,AICPA
Minimum Portfolio:
Years Experience:
Fee Only
No Minimum
20+
216-571-6711
View Website
Email Now
Matthew J. Kirby
Hamilton Capital Management, Inc.
CFP®
FPA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
11
614-273-1000
View Website
Email Now
Michael P. Faieta
Hamilton Capital Management, Inc.
CFP®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
17
614-273-1000
View Website
Email Now
Peter S. Geldis
Hamilton Capital Management, Inc.
CFP®,MBA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
13
614-273-1000
View Website
Email Now
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
440-526-5050
View Website
Email Now
Paul A. Gydosh, Jr.
Kensington Wealth Partners, Ltd.
CFP®, CRPC, MBA
FPA
Minimum Portfolio:
Years Experience:
Fee Based
$100M
29
614-431-4336
View Website
Email Now
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
414-390-1490
View Website
Email Now
Arizona
Patricia F. Raskob
Raskob Kambourian Financial Advisors Ltd.
ATA,CFP®,EA
Minimum Portfolio:
Years Experience:
Fee Only
No Minimum
32
520-690-1999
View Website
Email Now
John Stephens
TCI Wealth Advisors, Inc.
CFA®,CFP®,MBA,MD
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2.4B
18
520-733-1477
View Website
Email Now
Oklahoma
R. Todd Owens
Baker Asset Management
CFA®
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$200M
25
800-937-2257
View Website
Email Now
Texas
Adam Todd
FMP Wealth Advisers | Financial Management Professionals INC
CFP®
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
584M+
19
512-329-5174
View Website
Email Now
Jimmy Zimmerman
Beaird Harris
AEP,CFP®,CLU®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$923M+
19
972-503-1040
View Website
Email Now
California
Robert Kaplan
Kaplan Financial
CFP®
 
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$100K
$125M+
25
818-783-6620
View Website
Email Now
Brian David Hoyt
Tax & Capital Management 360
AIF®,CPA,PFS
 
Minimum Portfolio:
Years Experience:
Fee Based
Flexible
19
818-783-6620
View Website
Email Now
Colorado
Matthew Kelley
Gold Medal Waters, Inc.
AAMS®,AIF®,CFP®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$95M
19
720-887-1299
View Website
Email Now
Oregon
Mohammad Saeed Rahman
Rubicon Global Group
CFA®
CFA Institute
Minimum Portfolio:
Years Experience:
Fee Only
Flexible
33
503-997-2007
View Website
Email Now
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
800-441-4412
View Website
Email Now
Gregory T. Stapp
Stapp Wealth Management, PLLC
CFP®,CPA,PFS
NAPFA,AICPA,NATP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$250K
$68M+
28
360-754-8895
View Website
Email Now
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.

 

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