Physician Family Financial Advisors Inc, based in Eugene, OR, specializes in financial planning for physician families across 40 states. Their mission is to help doctors with children transform their earned income into a secure future through personalized plans for college funding and retirement. The team at Physician Family Financial Advisors focuses on empowering clients to make informed decisions, without the burden of excessive AUM fees.
With over 230 physician families under their guidance, this firm provides comprehensive services that prioritize client satisfaction and financial security. From retirement goal setting to tax-efficient investment strategies, the advisors at Physician Family Financial Advisors strive to ensure that doctors can retire without regrets and enjoy a fulfilling life beyond their medical career.
Founded in 1998, Physician Family Financial Advisors has evolved into a trusted partner for physician families managing $170 million in investments. Led by experienced financial advisors like W. Ben Utley, CFP®, the team is dedicated to offering smart financial advice tailored to the unique needs of busy physician parents, aiming to create a roadmap to a worry-free retirement.
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