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 584 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 03:40 AM
Any Experience with Clark Asset Mgmt or Integrity Wealth Solns? by WizardOfGauze Started by WizardOfGauze, 01-26-2023, 08:19 AM	5 responses 168 views 0 likes	Last Post by endomd Yesterday, 03:45 PM
Need advisor but also CPA. Should I choose a company that does both? by onestepatatime Started by onestepatatime, 01-18-2023, 12:06 PM	3 responses 149 views 0 likes	Last Post by Tim 01-18-2023, 09:39 PM
Need Advisor, but not AUM by berglust Started by berglust, 02-24-2022, 07:37 AM	16 responses 1,109 views 0 likes	Last Post by The White Coat Investor 01-09-2023, 12:36 PM
seeking accountant, any info on Legacy Integrated? by wrysys Started by wrysys, 01-07-2023, 01:43 PM	2 responses 108 views 0 likes	Last Post by wrysys 01-08-2023, 06:25 AM
Should I take action with FINRA by MMM Started by MMM, 12-31-2022, 06:40 AM	24 responses 441 views 0 likes	Last Post by childay 01-03-2023, 08:30 AM
portfolio by MMM Started by MMM, 12-30-2022, 09:01 AM	13 responses 246 views 0 likes	Last Post by Tim 12-31-2022, 12:16 PM
Setting up a 403b for a non-profit (please help!) by Marko-ER Started by Marko-ER, 10-07-2022, 11:04 AM	15 responses 128 views 0 likes	Last Post by spiritrider 10-11-2022, 06:09 PM
is $11,000 reasonable for a year of financial advice from a fee-only planner? by rcw Started by rcw, 07-22-2022, 09:26 PM	25 responses 1,329 views 0 likes	Last Post by rcw 09-27-2022, 09:08 PM
CPA recs in SoCal by wonderwoman77 Started by wonderwoman77, 08-26-2022, 04:29 PM	2 responses 175 views 0 likes	Last Post by F0017S0 08-26-2022, 09:44 PM
Northwestern Mutual Whole Life by TandavKing Started by TandavKing, 12-19-2020, 07:34 AM	22 responses 1,673 views 0 likes	Last Post by F0017S0 08-17-2022, 05:38 AM
Disciplined Financial Advisors Return Under State Law by The White Coat Investor Started by The White Coat Investor, 08-08-2022, 05:06 PM	0 responses 132 views 0 likes	Last Post by The White Coat Investor 08-08-2022, 05:06 PM
Physicians turned Financial Advisors by Gasman23 Started by Gasman23, 07-21-2022, 05:26 AM	27 responses 845 views 0 likes	Last Post by afan 08-06-2022, 02:47 PM
What constitutes malpractice for financial advisors? by Marko-ER Started by Marko-ER, 08-01-2022, 10:52 AM	10 responses 323 views 0 likes	Last Post by Tim 08-02-2022, 12:21 PM
New York Life agent by the12thman Started by the12thman, 07-03-2022, 09:33 PM	6 responses 331 views 0 likes	Last Post by Tim 07-05-2022, 07:17 AM
Any experiences with FiPhysician for advice? by houpgh41 Started by houpgh41, 07-02-2022, 09:05 PM	4 responses 281 views 0 likes	Last Post by Fullhouse11 07-03-2022, 07:33 PM
Worth of a Financial Advisor by Sparky Started by Sparky, 11-13-2021, 05:54 AM	20 responses 1,237 views 1 like	Last Post by Kennyt7 05-28-2022, 07:14 PM
Financial Advisor who follows WCI and takes non-physician clients? by Dogtor Started by Dogtor, 05-03-2022, 10:21 AM	15 responses 545 views 0 likes	Last Post by Kennyt7 05-09-2022, 02:06 PM
Auditing Financial Advisor Total Portfolio Returns by Sparky Started by Sparky, 05-05-2022, 09:49 AM	3 responses 214 views 0 likes	Last Post by Tim 05-06-2022, 04:33 AM
Good AUM Financial Advisors by docsarg Started by docsarg, 01-20-2022, 12:32 PM	34 responses 901 views 0 likes	Last Post by afan 04-27-2022, 07:37 AM
Unethical advisor and practice? by Benny2022 Started by Benny2022, 04-03-2022, 12:59 AM	19 responses 834 views 0 likes	Last Post by Benny2022 04-11-2022, 11:54 PM
Illegal for financial advisors offer advice on investments for accredited investors? by index2max Started by index2max, 01-03-2022, 06:07 PM	11 responses 581 views 0 likes	Last Post by Osteoinductor 04-09-2022, 02:20 PM
?Bad tax advisor, did I lose my money? by NewRad123 Started by NewRad123, 02-14-2022, 10:31 AM	19 responses 580 views 0 likes	Last Post by NewRad123 02-22-2022, 03:17 PM
Got burned...Take 2 by JRB Started by JRB, 02-12-2022, 09:36 PM	13 responses 927 views 0 likes	Last Post by Tim 02-14-2022, 06:25 AM
How to help parents fire FA? by CoastFI Started by CoastFI, 01-19-2022, 01:34 PM	1 response 159 views 0 likes	Last Post by The White Coat Investor 01-19-2022, 06:06 PM
Closed: Do any advisors also advise on private commercial real estate funds and syndications? by BobbyC Started by BobbyC, 01-19-2022, 01:38 PM	1 response 142 views 0 likes	Last Post by The White Coat Investor 01-19-2022, 06:03 PM
Independent... really? by Tortoise Started by Tortoise, 01-14-2022, 01:49 AM	38 responses 1,101 views 3 likes	Last Post by Tortoise 01-19-2022, 02:37 PM
DFA funds after firing advisor by BryanMD Started by BryanMD, 12-06-2021, 04:05 PM	5 responses 427 views 0 likes	Last Post by Tortoise 01-14-2022, 11:51 PM
Bye Bye Advisor by Trigeminal Started by Trigeminal, 11-18-2021, 01:09 PM	13 responses 815 views 7 likes	Last Post by Dewangski1 11-21-2021, 01:12 PM
has anyone here used Foster Group? by Nebraska Walker Started by Nebraska Walker, 11-14-2021, 12:57 PM	5 responses 290 views 0 likes	Last Post by jfoxcpacfp 11-21-2021, 06:48 AM
Am I paying too much? by Miko Started by Miko, 11-18-2021, 10:35 AM	14 responses 691 views 0 likes	Last Post by artemis 11-19-2021, 08:58 AM
Help with parents retirement by Smalltownboy Started by Smalltownboy, 11-02-2021, 10:15 AM	2 responses 258 views 0 likes	Last Post by Smalltownboy 11-09-2021, 08:11 AM
What happens after I fire my financial advisor? by Surftrunks Started by Surftrunks, 09-15-2021, 11:16 PM	9 responses 825 views 0 likes	Last Post by Surftrunks 10-29-2021, 09:23 PM
Side hustle: startup financial advising by familydocPA Started by familydocPA, 10-23-2021, 05:26 PM	15 responses 785 views 0 likes	Last Post by Kennyt7 10-27-2021, 02:49 PM
Portfolio second option - any one use Jon Luskin? by runfast00 Started by runfast00, 10-04-2021, 07:07 PM	11 responses 574 views 0 likes	Last Post by Kennyt7 10-26-2021, 09:02 AM
Closed: Need help firing a close friend/financial advisor by MedMoneyManagers Started by MedMoneyManagers, 12-10-2020, 09:37 PM	27 responses 2,127 views 0 likes	Last Post by CordMcNally 10-09-2021, 05:31 PM
Parents near retirement (early 60s) and are lost about how to plan for next steps by daughter_of_physician Started by daughter_of_physician, 09-27-2021, 09:52 PM	10 responses 459 views 1 like	Last Post by Hank 09-28-2021, 09:44 PM
Attempting to change 401K plans by James21 Started by James21, 09-16-2021, 10:59 PM	5 responses 220 views 0 likes	Last Post by litovskyassetmanagement 09-21-2021, 06:02 PM
Do I need a financial advisor? by ecloebl Started by ecloebl, 08-27-2021, 12:36 PM	26 responses 1,362 views 1 like	Last Post by Fullhouse11 08-31-2021, 09:38 AM
Financial advisors in Chicago area by nastle Started by nastle, 08-17-2021, 10:57 AM	4 responses 228 views 0 likes	Last Post by jfoxcpacfp 08-19-2021, 05:56 AM
Has anyone used David Graham, MD from FIPhysician for retirement advice? by Heartsmart Started by Heartsmart, 12-01-2020, 11:14 AM	24 responses 2,578 views 1 like	Last Post by Kennyt7 08-17-2021, 02:40 PM
Complimentary advice for retirement planning by uksho Started by uksho, 06-22-2021, 01:14 PM	7 responses 585 views 0 likes	Last Post by zlandar 06-24-2021, 11:44 PM
First Portfolio Review with New Financial Advisor by LIFEISBEAUTIFUL Started by LIFEISBEAUTIFUL, 05-15-2021, 11:52 AM	16 responses 996 views 0 likes	Last Post by Andrew Musbach 05-17-2021, 08:39 PM
Please check my numbers - Group Annuity by FloridamanMD Started by FloridamanMD, 01-23-2021, 07:18 AM	23 responses 745 views 0 likes	Last Post by FloridamanMD 05-08-2021, 09:59 PM
In need of a flat fee financial advisor by dentite21 Started by dentite21, 11-29-2020, 07:37 AM	5 responses 987 views 0 likes	Last Post by PainShrink 05-08-2021, 02:46 AM
DIY use of software analytics for financial planning by markonriver Started by markonriver, 04-01-2021, 10:16 AM	2 responses 345 views 0 likes	Last Post by litovskyassetmanagement 04-01-2021, 12:41 PM
How's my situation/financial advising-upcoming dental student by ebrow81 Started by ebrow81, 03-30-2021, 11:34 AM	7 responses 234 views 0 likes	Last Post by ebrow81 03-31-2021, 04:25 PM
Looking for a Financial planner in Tampa Bay area by gotojenny02 Started by gotojenny02, 02-14-2021, 01:59 PM	6 responses 304 views 0 likes	Last Post by bean1970 03-25-2021, 05:32 AM
CPA/consultant in California by newdoc1 Started by newdoc1, 02-17-2021, 03:41 PM	1 response 185 views 0 likes	Last Post by Peds 02-17-2021, 03:55 PM
Financial Advisor? CPA? What to do for parents? by DLSQ Started by DLSQ, 01-30-2021, 04:18 PM	13 responses 349 views 0 likes	Last Post by jfoxcpacfp 02-04-2021, 10:46 AM
recommendation for help with taxes + student loan advice - Student Loan Tax Experts? by nathanfrenk Started by nathanfrenk, 01-25-2021, 04:29 PM	1 response 132 views 0 likes	Last Post by jfoxcpacfp 01-25-2021, 07:05 PM

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