Wealth Strategies for Healthcare Professionals
Holistic financial wellness for healing hands
We are here to help healthcare professionals:
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Accumulate wealth efficiently
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Protect your assets
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Achieve your desired lifestyle
Customized Solutions, Compassionate Guidance
No two healthcare professionals are alike, and neither are their financial needs. At ONE Advisory Partners, we take a personalized approach to every client, crafting customized solutions that align with your unique circumstances and objectives. Whether you're planning for retirement, or navigating a career transition, our team of experts is here to provide compassionate guidance every step of the way.
Strategic Partnerships Lead to Enhanced Results
As a healthcare professional, you understand the power of collaboration. At ONE Advisory Partners, we leverage our strategic partnerships and industry expertise to enhance your financial outcomes. From tax optimization and investment management to risk mitigation and estate planning, we work tirelessly to protect the financial security and success you have worked so hard to achieve.
Know Where You Are and Where You Are Headed
Our goal is to help you:
protect your assets
Guard against unforeseen risks and grow your wealth.
Complete the puzzle
Understand how all the disparate financial pieces fit together.
Gain direction
Finally feel like your finances are moving you toward your desired future.
We understand how complicated your financial life can be
Our Partners have worked with healthcare professionals for over 20 years.
Our holistic-style financial guidance addresses your diverse needs, and is coordinated seamlessly by your dedicated team of experts.
From solo practitioners to large corporate professional staff.
A Team to Help Take the Burden Off Your Shoulders
Our advisory team collaborates on your behalf to implement your wealth strategies.
For completely transparent fees, our comprehensive advisory engagements include:
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Goals-based financial planning
Retirement analysis, cash flow analysis, education planning, tax planning, and estate planning
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Investment strategy & planning
Low-cost, tax-efficient investing, within carefully defined risk-management parameters
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Tax strategy & planning
Annual tax preparation, annual tax analysis and projections, and tax optimization strategies
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Personal legal services
Personal legal matters such as estate planning, audit defense, elder law, adoption assistance and more
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Charitable giving strategies
Donor-advised funds, optimized gifting strategies, qualified charitable donations
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Cash management & lending
High-yield FDIC-insured up to $10 million savings accounts yielding 5.00% APY, pledged asset lines of credit, discounted mortgages
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Risk management solutions
Protect your family, and your legacy from unexpected events
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Lifestyle & wellness resources
We help you live your best life
How to Work With Us
Step 1
Start with an initial conversation to determine a mutual good fit.
Step 2
Book a Discovery Meeting to understand goals and challenges.
Step 3
Engage with us and start implementing.
Are We a Match?
You want to partner with a wealth advisor whose expertise is working with people like you. We may be a good fit if you:
Are a healthcare professional ready to delegate complex financial strategies
Looking to accumulate or distribute your wealth efficiently
Seek the freedom to practice because you want to, not because you have to
Want a relationship with a fiduciary financial advisor to provide integrated financial, tax, legal and investment management services
Have investable assets of more than $1,000,000
Take the First Step—Speak to a Partner
Are you ready to stop feeling anxious about making costly mistakes with your equity compensation and benefits? Take the first step to feeling confident that all your financial areas have been coordinated to help reduce your tax liability and create your work-optional lifestyle. Schedule an introductory call today.