Medicus Wealth Planning is a registered investment advisor (RIA) that operates under a fiduciary standard, legally obligated to act in their clients' best interests. The firm focuses on providing specialized financial planning and investment management services tailored to the unique financial situations and career paths of physicians, dentists, and other high-income medical professionals. Their services cover key areas such as investment management, retirement planning, tax strategies, and asset protection to help their clients build and preserve wealth throughout their careers and into retirement.

Founded in

United States