White Coat Wealth Advisors operates as the dedicated medical division of Foster Klima & Company, LLC, a financial services firm with a history dating back to its establishment as The Penn Mutual Life Insurance Company's Minneapolis agency in 1887. The division's mission is to provide tailored, comprehensive financial guidance to medical professionals, including physicians, dentists, and residents, throughout their careers. Their services encompass financial planning, investment strategies, risk management through disability and life insurance, and retirement planning, all designed to address the unique financial challenges and opportunities of the medical community.

Founded in

United States