UMAFS - is now - Physician Wealth Advisors
Financial products and services for physicians
We measure our success by how well our clients achieve their personal financial and life goals. Many physicians regard financial planning as complex and confusing. And few have the time to dig in and gain the expertise required. As a result, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. This is where Physician Wealth Advisors can provide guidance and assistance. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving wealth.