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, 02:40 AM	0 responses 392 views 0 likes	Last Post by The White Coat Investor 01-04-2016, 02:40 AM
What happens after I fire my financial advisor? by Surftrunks Started by Surftrunks, 09-15-2021, 10:16 PM	8 responses 435 views 0 likes	Last Post by Tim 10-10-2021, 07:53 AM
Closed: Need help firing a close friend/financial advisor by MedMoneyManagers Started by MedMoneyManagers, 12-10-2020, 08:37 PM	27 responses 1,943 views 0 likes	Last Post by CordMcNally 10-09-2021, 04:31 PM
Portfolio second option - any one use Jon Luskin? by runfast00 Started by runfast00, 10-04-2021, 06:07 PM	9 responses 227 views 0 likes	Last Post by Dewangski1 10-09-2021, 04:57 AM
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, 08:52 PM	10 responses 342 views 1 like	Last Post by Hank 09-28-2021, 08:44 PM
Attempting to change 401K plans by James21 Started by James21, 09-16-2021, 09:59 PM	5 responses 167 views 0 likes	Last Post by litovskyassetmanagement 09-21-2021, 05:02 PM
Do I need a financial advisor? by ecloebl Started by ecloebl, 08-27-2021, 11:36 AM	26 responses 1,078 views 1 like	Last Post by Fullhouse11 08-31-2021, 08:38 AM
Financial advisors in Chicago area by nastle Started by nastle, 08-17-2021, 09:57 AM	4 responses 152 views 0 likes	Last Post by jfoxcpacfp 08-19-2021, 04:56 AM
Has anyone used David Graham, MD from FIPhysician for retirement advice? by Heartsmart Started by Heartsmart, 12-01-2020, 10:14 AM	24 responses 2,308 views 1 like	Last Post by Kennyt7 08-17-2021, 01:40 PM
Complimentary advice for retirement planning by uksho Started by uksho, 06-22-2021, 12:14 PM	7 responses 493 views 0 likes	Last Post by zlandar 06-24-2021, 10:44 PM
First Portfolio Review with New Financial Advisor by LIFEISBEAUTIFUL Started by LIFEISBEAUTIFUL, 05-15-2021, 10:52 AM	16 responses 881 views 0 likes	Last Post by Andrew Musbach 05-17-2021, 07:39 PM
Please check my numbers - Group Annuity by FloridamanMD Started by FloridamanMD, 01-23-2021, 06:18 AM	23 responses 686 views 0 likes	Last Post by FloridamanMD 05-08-2021, 08:59 PM
In need of a flat fee financial advisor by dentite21 Started by dentite21, 11-29-2020, 06:37 AM	5 responses 784 views 0 likes	Last Post by PainShrink 05-08-2021, 01:46 AM
DIY use of software analytics for financial planning by markonriver Started by markonriver, 04-01-2021, 09:16 AM	2 responses 260 views 0 likes	Last Post by litovskyassetmanagement 04-01-2021, 11:41 AM
How's my situation/financial advising-upcoming dental student by ebrow81 Started by ebrow81, 03-30-2021, 10:34 AM	7 responses 189 views 0 likes	Last Post by ebrow81 03-31-2021, 03:25 PM
Looking for a Financial planner in Tampa Bay area by gotojenny02 Started by gotojenny02, 02-14-2021, 12:59 PM	6 responses 250 views 0 likes	Last Post by bean1970 03-25-2021, 04:32 AM
CPA/consultant in California by newdoc1 Started by newdoc1, 02-17-2021, 02:41 PM	1 response 111 views 0 likes	Last Post by Peds 02-17-2021, 02:55 PM
Financial Advisor? CPA? What to do for parents? by DLSQ Started by DLSQ, 01-30-2021, 03:18 PM	13 responses 285 views 0 likes	Last Post by jfoxcpacfp 02-04-2021, 09:46 AM
recommendation for help with taxes + student loan advice - Student Loan Tax Experts? by nathanfrenk Started by nathanfrenk, 01-25-2021, 03:29 PM	1 response 111 views 0 likes	Last Post by jfoxcpacfp 01-25-2021, 06:05 PM
Northwestern Mutual Whole Life by TandavKing Started by TandavKing, 12-19-2020, 06:34 AM	16 responses 819 views 0 likes	Last Post by jfoxcpacfp 12-20-2020, 06:36 AM
Does anyone have their advisor only manage a portion of their portfolio by Kennyt7 Started by Kennyt7, 12-10-2020, 05:54 PM	7 responses 357 views 0 likes	Last Post by Kennyt7 12-11-2020, 10:23 AM
Any suggestion for a Canada-USA cross-boarder financial advisor? by Path2North Started by Path2North, 12-07-2020, 08:25 AM	3 responses 82 views 0 likes	Last Post by Path2North 12-08-2020, 06:28 AM
Closed: Revamping our practice’s 401K profit sharing - Limited service financial advisor by Teancum76 Started by Teancum76, 04-26-2019, 10:10 PM	18 responses 251 views 0 likes	Last Post by Hank 12-02-2020, 02:22 AM
Am I over paying for my cash balance plan? by Mouthdoc Started by Mouthdoc, 11-13-2020, 04:14 PM	30 responses 810 views 0 likes	Last Post by litovskyassetmanagement 11-29-2020, 08:34 AM
Young and rich and not focused on a legacy- do we need a financial advisor? by LIFEISBEAUTIFUL Started by LIFEISBEAUTIFUL, 09-14-2020, 12:44 PM	50 responses 3,217 views 0 likes	Last Post by Andrew Musbach 10-29-2020, 06:02 PM
Closed: Looking for an outstanding Financial Advisor by MMM Started by MMM, 07-15-2020, 05:31 PM	55 responses 1,923 views 0 likes	Last Post by Peds 09-09-2020, 09:31 AM
Financial advisor/planner recommendation in Seattle/WA state? by papillad Started by papillad, 08-28-2020, 05:30 PM	13 responses 257 views 0 likes	Last Post by Steven Podnos MD CFP 08-31-2020, 04:48 AM
Advice from those who have used Aptus Financial by BE87 Started by BE87, 01-28-2019, 10:57 PM	23 responses 1,033 views 0 likes	Last Post by Kennyt7 08-19-2020, 04:27 PM
Should I Keep My FA Or Only Invest Personally? by Rozo Started by Rozo, 07-25-2020, 08:38 AM	43 responses 1,528 views 0 likes	Last Post by Tim 08-14-2020, 04:35 PM
Instructions for wife by Kennyt7 Started by Kennyt7, 08-10-2020, 06:41 AM	16 responses 877 views 0 likes	Last Post by Hank 08-13-2020, 02:11 AM
Pediatric Grad- FA recommendations for DIY with guidance by DocMc Started by DocMc, 07-16-2020, 05:36 AM	4 responses 210 views 0 likes	Last Post by Khart23 08-08-2020, 06:09 PM
Northwestern Mutual by jfoxcpacfp Started by jfoxcpacfp, 06-09-2017, 08:11 PM	100 responses 3,181 views 0 likes	Last Post by CatAlum 07-29-2020, 01:00 PM
Is $1500 a good deal for FA? by SportsmedMD Started by SportsmedMD, 07-22-2020, 08:28 PM	13 responses 625 views 0 likes	Last Post by Hatton 07-25-2020, 05:32 PM
Looking for recommendations [In Person Advisor] by dks45 Started by dks45, 07-05-2020, 02:40 PM	8 responses 328 views 0 likes	Last Post by dks45 07-07-2020, 06:20 PM
What to ask FA candidate? by Molarr Started by Molarr, 12-06-2019, 12:05 PM	52 responses 1,496 views 1 like	Last Post by Molarr 06-27-2020, 06:52 AM
Ready for a financial advisor? by papillad Started by papillad, 06-22-2020, 05:38 PM	6 responses 301 views 0 likes	Last Post by papillad 06-23-2020, 10:05 PM
OK to keep only portion of money managed with financial advisor? by biggie3201 Started by biggie3201, 04-06-2020, 01:37 PM	10 responses 575 views 0 likes	Last Post by Andrew Musbach 06-16-2020, 08:13 PM
Not loving my financial advisor by Jstephens Started by Jstephens, 05-27-2020, 09:07 AM	25 responses 1,233 views 0 likes	Last Post by Antares 05-28-2020, 06:25 PM
Do I need an advisor? Is it worth it? Opinions needed on financial situation by GasMomDoc Started by GasMomDoc, 05-18-2020, 01:44 PM	6 responses 522 views 0 likes	Last Post by JBME 05-19-2020, 07:25 AM
Finishing residency by Bstop Started by Bstop, 05-15-2020, 01:39 PM	13 responses 518 views 0 likes	Last Post by Bstop 05-17-2020, 03:55 PM
Evaluate this for me if you have the time... by somethingmorethanfree Started by somethingmorethanfree, 05-06-2020, 02:55 PM	15 responses 534 views 0 likes	Last Post by afan 05-12-2020, 04:39 AM
transferring Roth IRA account with financial advisor out to my own managed Roth by kev777zero Started by kev777zero, 04-13-2020, 05:41 PM	3 responses 130 views 0 likes	Last Post by Peds 04-23-2020, 08:15 AM
Fee Only - No Long Term Relationship Required by RedStickTarHeel Started by RedStickTarHeel, 02-05-2020, 07:53 PM	20 responses 830 views 0 likes	Last Post by afan 04-02-2020, 11:57 AM
Am I firing my financial advisor too soon? by hospitalistquack Started by hospitalistquack, 02-28-2020, 04:29 PM	15 responses 679 views 0 likes	Last Post by djohnflatfeecfp 03-25-2020, 06:41 AM
My financial advisor wants to fire me by Heartsmart Started by Heartsmart, 02-07-2020, 10:56 AM	19 responses 2,005 views 0 likes	Last Post by Khart23 03-24-2020, 03:30 PM
Vetted by White Coat and I approve by Amyolin Started by Amyolin, 03-02-2020, 04:18 PM	3 responses 745 views 1 like	Last Post by The White Coat Investor 03-06-2020, 05:10 PM
Evanson Asset Management by Westcoastcatfan Started by Westcoastcatfan, 02-23-2020, 06:56 AM	15 responses 476 views 0 likes	Last Post by saildawg 03-03-2020, 03:59 AM
Baystate Financial by Betterinarian Started by Betterinarian, 02-24-2020, 05:05 PM	0 responses 75 views 0 likes	Last Post by Betterinarian 02-24-2020, 05:05 PM
Fired my advisor...finally! Feeling good. by mianesmd Started by mianesmd, 02-20-2020, 08:44 AM	4 responses 333 views 0 likes	Last Post by jfoxcpacfp 02-20-2020, 10:00 AM
Forget 1% , Check out these fees by Crazyroadtodublin Started by Crazyroadtodublin, 09-22-2019, 04:47 AM	23 responses 1,063 views 0 likes	Last Post by Bmac 01-29-2020, 03:48 PM
Can anyone recommend a fee based Financial Advisor in Nashville area? by Ykcor Started by Ykcor, 01-01-2019, 08:59 PM	5 responses 332 views 0 likes	Last Post by ChicSkiier 01-22-2020, 03:12 PM

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