Physicians Financial Partners is an independent financial advisory firm that focuses exclusively on the complex financial needs of medical professionals. The company operates as a fiduciary, providing a comprehensive suite of services including investment management, retirement planning, risk management, and estate planning. Their mission is to help physicians build, protect, and enjoy their wealth through personalized strategies and a deep understanding of the unique challenges and opportunities within the medical field. The firm is a member of Kestra Private Wealth Services, which provides them with access to a broad range of resources and support.

Founded in

United States