Our Mission

As a physician, you know that the best medical advice combines thorough research with specialized training and an uncompromising commitment to act in the best interests of your patients. Hippocratic Financial Advisors was founded to provide a comprehensive suite of physician financial services that embody these same principals.

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Physicians in Training

While you’re focused on your education, it’s our job to help you manage your financial future. We lay the groundwork so you can expediently pay off your student loans, create a cash reserve, and begin saving for future goals such as your children’s education, purchasing a home and lifestyle amenities, and ultimately, arranging for a secure retirement. We also help you protect your family, career and assets with prudent risk management and insurance planning.

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Transitioning to Practice

Moving from training to practice is one of the most important junctures in your financial life. You need to make a series of complex decisions beyond where you will work– from devising a plan to repay your student loans and determining your ideal career path, to negotiating employment contracts, purchasing disability insurance, and designing a durable, tax-smart financial plan that integrates your personal and professional goals.

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Practicing Physicians & Dentists

We know that your days are booked from before sunup until after sunset. You’re focused on what’s really important – growing your practice, spending time with loved ones and maintaining your own health. We can help you take care of the rest. From diversified tax strategizing and building education accounts for your children to retirement and estate planning, we can help you manage not only the opportunities, but also the risks you may encounter.

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Educational Services

We know that the work physicians do is demanding, the hours are long and their bandwidth is stretched to the limit. The vast majority of physicians don’t have the time or energy to obtain the financial literacy needed to effectively navigate their increasingly complex financial lives. That’s where we come in.

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Our Services

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investments
  • Insurance Brokerage/Risk Management
  • Disability Insurance
  • Life Insurance
  • Health Insurance
  • Liability Insurance
  • Tax Planning
  • Contract Negotiation
  • College Savings
  • Student Loan Counseling
  • Physician Home Loans
  • Asset Protection
  • Estate Planning
  • Group Benefits