Financial Advisors - The White Coat Investor Forum - Investing & Personal Finance for Doctors

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Closed, Sticky: Best of the Website- Financial Advisors by The White Coat Investor Started by The White Coat Investor, 01-04-2016, 03:40 AM	0 responses 283 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 03:40 AM
recommendation for help with taxes + student loan advice - Student Loan Tax Experts? by nathanfrenk Started by nathanfrenk, Today, 04:29 PM	1 response 28 views 0 likes	Last Post by jfoxcpacfp Today, 07:05 PM
Please check my numbers - Group Annuity by FloridamanMD Started by FloridamanMD, 01-23-2021, 07:18 AM	13 responses 232 views 0 likes	Last Post by zlandar Today, 10:18 AM
Need help firing a close friend/financial advisor by MedMoneyManagers Started by MedMoneyManagers, 12-10-2020, 09:37 PM	19 responses 845 views 0 likes	Last Post by MDPhD_wishingitwasanMBA Yesterday, 06:01 AM
Has anyone used David Graham, MD from FIPhysician for retirement advice? by Heartsmart Started by Heartsmart, 12-01-2020, 11:14 AM	11 responses 618 views 0 likes	Last Post by racelari 01-16-2021, 05:30 PM
Northwestern Mutual Whole Life by TandavKing Started by TandavKing, 12-19-2020, 07:34 AM	16 responses 547 views 0 likes	Last Post by jfoxcpacfp 12-20-2020, 07:36 AM
Does anyone have their advisor only manage a portion of their portfolio by Kennyt7 Started by Kennyt7, 12-10-2020, 06:54 PM	7 responses 217 views 0 likes	Last Post by Kennyt7 12-11-2020, 11:23 AM
Any suggestion for a Canada-USA cross-boarder financial advisor? by Path2North Started by Path2North, 12-07-2020, 09:25 AM	3 responses 64 views 0 likes	Last Post by Path2North 12-08-2020, 07:28 AM
Closed: Revamping our practice’s 401K profit sharing - Limited service financial advisor by Teancum76 Started by Teancum76, 04-26-2019, 11:10 PM	18 responses 216 views 0 likes	Last Post by Hank 12-02-2020, 03:22 AM
Am I over paying for my cash balance plan? by Mouthdoc Started by Mouthdoc, 11-13-2020, 05:14 PM	30 responses 714 views 0 likes	Last Post by litovskyassetmanagement 11-29-2020, 09:34 AM
In need of a flat fee financial advisor by dentite21 Started by dentite21, 11-29-2020, 07:37 AM	3 responses 198 views 0 likes	Last Post by jacoavlu 11-29-2020, 08:09 AM
Young and rich and not focused on a legacy- do we need a financial advisor? by LIFEISBEAUTIFUL Started by LIFEISBEAUTIFUL, 09-14-2020, 01:44 PM	50 responses 2,832 views 0 likes	Last Post by Andrew Musbach 10-29-2020, 07:02 PM
Closed: Looking for an outstanding Financial Advisor by MMM Started by MMM, 07-15-2020, 06:31 PM	55 responses 1,644 views 0 likes	Last Post by Peds 09-09-2020, 10:31 AM
Financial advisor/planner recommendation in Seattle/WA state? by papillad Started by papillad, 08-28-2020, 06:30 PM	13 responses 218 views 0 likes	Last Post by Steven Podnos MD CFP 08-31-2020, 05:48 AM
Advice from those who have used Aptus Financial by BE87 Started by BE87, 01-28-2019, 11:57 PM	23 responses 706 views 0 likes	Last Post by Kennyt7 08-19-2020, 05:27 PM
Should I Keep My FA Or Only Invest Personally? by Rozo Started by Rozo, 07-25-2020, 09:38 AM	43 responses 1,341 views 0 likes	Last Post by Tim 08-14-2020, 05:35 PM
Instructions for wife by Kennyt7 Started by Kennyt7, 08-10-2020, 07:41 AM	16 responses 764 views 0 likes	Last Post by Hank 08-13-2020, 03:11 AM
Pediatric Grad- FA recommendations for DIY with guidance by DocMc Started by DocMc, 07-16-2020, 06:36 AM	4 responses 190 views 0 likes	Last Post by Khart23 08-08-2020, 07:09 PM
Northwestern Mutual by jfoxcpacfp Started by jfoxcpacfp, 06-09-2017, 09:11 PM	100 responses 2,781 views 0 likes	Last Post by CatAlum 07-29-2020, 02:00 PM
Is $1500 a good deal for FA? by SportsmedMD Started by SportsmedMD, 07-22-2020, 09:28 PM	13 responses 537 views 0 likes	Last Post by Hatton 07-25-2020, 06:32 PM
Looking for recommendations [In Person Advisor] by dks45 Started by dks45, 07-05-2020, 03:40 PM	8 responses 310 views 0 likes	Last Post by dks45 07-07-2020, 07:20 PM
What to ask FA candidate? by Molarr Started by Molarr, 12-06-2019, 01:05 PM	55 responses 1,401 views 1 like	Last Post by Molarr 06-27-2020, 07:52 AM
Ready for a financial advisor? by papillad Started by papillad, 06-22-2020, 06:38 PM	6 responses 259 views 0 likes	Last Post by papillad 06-23-2020, 11:05 PM
OK to keep only portion of money managed with financial advisor? by biggie3201 Started by biggie3201, 04-06-2020, 02:37 PM	10 responses 547 views 0 likes	Last Post by Andrew Musbach 06-16-2020, 09:13 PM
Not loving my financial advisor by Jstephens Started by Jstephens, 05-27-2020, 10:07 AM	25 responses 1,105 views 0 likes	Last Post by Antares 05-28-2020, 07:25 PM
Do I need an advisor? Is it worth it? Opinions needed on financial situation by GasMomDoc Started by GasMomDoc, 05-18-2020, 02:44 PM	6 responses 444 views 0 likes	Last Post by JBME 05-19-2020, 08:25 AM
Finishing residency by Bstop Started by Bstop, 05-15-2020, 02:39 PM	13 responses 496 views 0 likes	Last Post by Bstop 05-17-2020, 04:55 PM
Evaluate this for me if you have the time... by somethingmorethanfree Started by somethingmorethanfree, 05-06-2020, 03:55 PM	15 responses 505 views 0 likes	Last Post by afan 05-12-2020, 05:39 AM
transferring Roth IRA account with financial advisor out to my own managed Roth by kev777zero Started by kev777zero, 04-13-2020, 06:41 PM	3 responses 105 views 0 likes	Last Post by Peds 04-23-2020, 09:15 AM
Fee Only - No Long Term Relationship Required by RedStickTarHeel Started by RedStickTarHeel, 02-05-2020, 08:53 PM	20 responses 772 views 0 likes	Last Post by afan 04-02-2020, 12:57 PM
Am I firing my financial advisor too soon? by hospitalistquack Started by hospitalistquack, 02-28-2020, 05:29 PM	15 responses 628 views 0 likes	Last Post by djohnflatfeecfp 03-25-2020, 07:41 AM
My financial advisor wants to fire me by Heartsmart Started by Heartsmart, 02-07-2020, 11:56 AM	19 responses 1,861 views 0 likes	Last Post by Khart23 03-24-2020, 04:30 PM
Vetted by White Coat and I approve by Amyolin Started by Amyolin, 03-02-2020, 05:18 PM	3 responses 696 views 1 like	Last Post by The White Coat Investor 03-06-2020, 06:10 PM
Evanson Asset Management by Westcoastcatfan Started by Westcoastcatfan, 02-23-2020, 07:56 AM	15 responses 438 views 0 likes	Last Post by saildawg 03-03-2020, 04:59 AM
Baystate Financial by Betterinarian Started by Betterinarian, 02-24-2020, 06:05 PM	0 responses 69 views 0 likes	Last Post by Betterinarian 02-24-2020, 06:05 PM
Fired my advisor...finally! Feeling good. by mianesmd Started by mianesmd, 02-20-2020, 09:44 AM	4 responses 299 views 0 likes	Last Post by jfoxcpacfp 02-20-2020, 11:00 AM
Forget 1% , Check out these fees by Crazyroadtodublin Started by Crazyroadtodublin, 09-22-2019, 05:47 AM	23 responses 962 views 0 likes	Last Post by Bmac 01-29-2020, 04:48 PM
Can anyone recommend a fee based Financial Advisor in Nashville area? by Ykcor Started by Ykcor, 01-01-2019, 09:59 PM	5 responses 319 views 0 likes	Last Post by ChicSkiier 01-22-2020, 04:12 PM
Worth Asset Management Fees? by Sparky Started by Sparky, 01-14-2020, 01:43 PM	11 responses 377 views 0 likes	Last Post by Tim 01-17-2020, 05:50 AM
Discuss Latest TPP Blog Post: Would a Financial Advisor Add Value for You? by The White Coat Investor Started by The White Coat Investor, 01-15-2020, 02:40 AM	11 responses 178 views 0 likes	Last Post by Tim 01-16-2020, 07:52 PM
Discuss Latest POF Blog Post: Confessions of an Ex-AUM Financial Advisor by The White Coat Investor Started by The White Coat Investor, 01-16-2020, 02:41 AM	0 responses 124 views 1 like	Last Post by The White Coat Investor 01-16-2020, 02:41 AM
Recommend Fidelity Financial Advisor? by Good Life Started by Good Life, 09-21-2019, 08:53 AM	5 responses 415 views 0 likes	Last Post by afan 01-06-2020, 12:58 PM
CPA fees by Homer Simpson Started by Homer Simpson, 12-11-2019, 09:49 AM	2 responses 276 views 0 likes	Last Post by DavidGlennCPA 12-11-2019, 11:03 AM
Need advice helping parent move funds from Financial Advisor (American Funds) by Yowza Started by Yowza, 08-25-2019, 10:23 AM	47 responses 343 views 0 likes	Last Post by Tim 10-27-2019, 09:22 PM
529 and VA Education Benefits for Children by iama3905 Started by iama3905, 10-16-2019, 12:55 AM	4 responses 69 views 0 likes	Last Post by DCdoc 10-16-2019, 04:59 AM
need help for potential job abroad by Dr_Dubai Started by Dr_Dubai, 09-24-2019, 03:32 AM	2 responses 48 views 0 likes	Last Post by Sean 09-24-2019, 12:38 PM
College Scholarships - Apply for financial aid? by StarTrekDoc Started by StarTrekDoc, 08-29-2019, 02:12 PM	3 responses 69 views 0 likes	Last Post by 08-29-2019, 04:29 PM
Does Whole Life ever make sense for high incomes? by molar roller Started by molar roller, 08-01-2019, 10:18 PM	19 responses 284 views 0 likes	Last Post by StarTrekDoc 08-03-2019, 09:54 AM
How to Find an Advisor for a Business Owner Parent? by wdeagle Started by wdeagle, 07-31-2019, 04:10 AM	3 responses 53 views 0 likes	Last Post by jfoxcpacfp 07-31-2019, 10:42 AM
Question for advisors: The Norm? by AZPT Started by AZPT, 07-20-2019, 06:21 AM	37 responses 208 views 0 likes	Last Post by RogueDadMD 07-24-2019, 12:24 AM
The SEC and Wealthfront by Peds Started by Peds, 04-12-2019, 08:37 PM	13 responses 127 views 0 likes	Last Post by Tim 07-17-2019, 10:09 PM

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