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The APP Difference

We're not your typical 'financial advisor'. We're proud to be one of the only firms in the country tailoring their services specifically for Physician Assistants.

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01

Committed To PAs

We pride ourselves on our deep commitment to serving the financial needs of Physician Assistants.

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Our founder is the husband of a Physician Associate and understands firsthand the intricacies of your profession and the financial hurdles you face.

02

Personalized Planning

Personal finance is personal.

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Physician Associates face similar challenges, but that doesn’t mean you deserve a one-size-fits all approach. That’s why each of our clients receive a customized financial plan that fits their goals.

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03

Transparent Pricing

Unlike traditional financial firms, we operate on a fee-only basis. This means that our only source of compensation is the fee you pay for our services (i.e. no commissions).

04

Virtual Service Offering

Advanced Practice Planning, LLC is proud to be a fully virtual firm, utilizing cutting-edge technology to deliver seamless financial planning services. By leveraging digital platforms and video conferencing, we make it effortless for you to connect with us from the comfort of your own home or office.

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Want To Stop Stressing About Money?

Click the button below to schedule your free 30-minute call. 

No pressure. No sales pitch. Just a conversation.

2521 Garland Drive

Missoula, MT 59803

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Mon - Fri: 8am - 5pm
​​Saturday:  Closed
​Sunday: Closed

Advisory services offered through Advanced Practice Planning, LLC, an investment adviser registered with the states of Montana and Pennsylvania. Advisory services are only offered to clients or prospective clients where Advanced Practice Planning, LLC and its representatives are properly registered or exempt from registration.

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The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

 

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

2023-2025 Advanced Practice Planning, LLC. All rights reserved.

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