Wealth Management

Working with a professional financial planner and wealth management team allows physicians to focus on your patients and family while feeling secure you are financially pointed in the right direction.

Why is financial planning so important for physicians?

Due to the amount of school required to earn a degree, physicians often begin their professional career much later in life. This can put doctors at a slight disadvantage as they lose time to add to their retirement savings. 

However, working to pay down medical school debt and saving for retirement can happen in tandem. With the right plan, you can ensure you are saving the right amounts to retire when desired, while still securing an emergency fund and paying down your student debt. 


Preferred Wealth Mangement Teams

Smart Physician Loans only partners with the best. Below are a few of our preferred wealth management teams that we know will take the best care of our doctors. 


Canvas Wealth Advisors is a boutique wealth management firm backed by the research and investment teams at Goldman Sachs. They offer financial planning, investment management andretirement services to individuals, their families, and their businesses across the country.  


Imlay & Holder Wealth Management is ready to help families and business owners protect, create, and distribute wealth. When you’re in control of your money and start realizing your financial goals, planning looks less like planning and more like living!


Have more questions? Feel free to reach out to us at anytime. We are happy to help!



Loans For Doctors

Ready to buy a home before you start a new job? You need a low-interest rate loan that includes a little to zero-down payment option, excludes student loan debt from your personal debt ratio, and allows for the use of your future income rather than current or past.

Loans For Practicing Physicians

Looking to buy your dream home but worried about putting down a large down payment or depleting your savings account? If you are earning a practicing physician's salary now, you can use that saved money for other investments. You need a loan that offers zero money down, a great rate, and no private mortgage insurance (PMI).

Loans For Residents

Whether you're just starting your medical residency or finishing up your last year, you need a constant, flexible loan offering. Flexibility matters when your financial standing, and potentially your living situation, fluctuate over three to five years. You need low rates, flexible terms, no private mortgage insurance (PMI), or money down.

Wealth Management

Working with a professional financial planner and wealth management team allows physicians to focus on their patients and family while feeling secured they are  financially pointed in the right direction.

Student Loan Refinancing

Don't less student loan debt take over your life. There are plenty of options for refinancing, even as a physician intern. The sooner you can start the better! No matter where you are in your career path, exploring options to refinance your medical student loans is always a good idea.