Physicians

Physicians

M3 Advisors has a unique niche of serving physicians and specialty physicians.  We simply understand your world.  For more than 30 years we have been designing and implementing retirement, asset protection, tax and disability plans specifically for doctors.  We do comprehensive financial planning and consulting that provides concierge financial solutions for doctors, from residency to retirement.

Why does this specialization matter?  It matters for the same reasons that patients choose you for your area of expertise.  You specialization enables you to provide better care for a more efficient, effective experience that results in a more positive outcome that can be replicated.  Isn’t this outcome why we all prefer to deal with a specialist in solving our problems?

Healthcare, practice management and the business of medicine has changed over time.  Change has also occurred in regards to financial planning for today’s physicians.  Whether you are talking about retirement plans, asset protection planning or disability income the fact is that these planning areas have evolved.  As working with physicians is one of our practice niches, we are on the cutting edge of this evolution.

Allow us to sit down and share with you the new paradigm of planning for today’s physician and medical practice.

Fee-Based Planning offered through M3 Advisors, a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. Securities Offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431*, 1-800-765-5201. Martin Financial Group, LLC and M3 Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.

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