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.

  • “A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.”

    ― Suze Orman

  • "The stock market is a device for transferring money from the impatient to the patient."

    ― Warren Buffett

  • “Money’s greatest intrinsic value is its ability to give you control over your time.”

    ― Morgan Housel, The Psychology of Money

  • “It takes as much energy to wish as it does to plan.”

    ― Eleanor Roosevelt

  • "Make the right decisions in life and you'll never have to worry about saving $3 a day on lattes."

    ― Ramit Sethi

  • "If you can get 1% better each day for one year, you’ll end up 37 times better by the time you’re done."

    — James Clear

  • "Look at money as an asset, but never as a personality trait."

    — Haley Sacks “Mrs. Dow Jones”