We’re not your typical ‘financial advisor’.
Committed to Advanced Practice Providers
We pride ourselves on our deep commitment to serving the financial needs of Physician Assistants.
Our founder is the husband of a Physician Associate and understands firsthand the intricacies of your profession and the financial hurdles you face.
Planning Tailored for Your Needs
Personal finance is personal.
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.
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).
No Investment Requirement
While we do offer investment management services for clients, it is not a requirement for working with our firm.
Check out our services page for more information.
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.
Education First Approach
Our primary goal when working with clients is to educate them on the options available to them so they can make informed decisions in their financial lives.