Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.


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Monthly Investment Commentary

November Market Update: US Stocks Surge Following Recent Losses

Following a nearly 13% loss in the previous two months, US stocks surged 8.1% higher…


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How We Work With Physicians


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Wealth Planning for the Modern Physician Podcast

Loans for Physicians, From Physicians

In this episode, David is joined by Dr. Zwade Marshall, an Anesthesiologist & Pain Medicine…