Wealth Management

For Physician Assistants

We help PAs make work optional.

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Are you an established PA who wants to turn their income into financial freedom?

Good news, you're in the right spot. We help PAs retire with confidence.

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Freebie - Preparing For Retirement As A Physician Assistants

Our Process

Financial planning using the S.O.A.P. Framework

Subjective

We learn about your goals, financial pain points and current financial situation.

Objective

We review the data you provide and document the observations we’ve made of your situation.

Assessment

Our team develops recommendations to improve your financial health.

Plan

We present a plan of action to help you address your financial pain points and achieve your goals.

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Caleb Pepperday, CFP®, ChFC®

I help Busy PAs retire with confidence.

I created my firm because I was sick of seeing PA’s get overlooked by the finance industry while Physicians received red carpet treatment. I provide the financial planning education you wished you received in school. My goal is to equip PAs with the knowledge and tools to make sound financial decisions.