New Physicians
Med school, match, residency, fellowship, student loans, job offers, retirement plans, insurance… It’s a lot to handle.
Let me help you get it right.
View the Case Study
Dr. Hodgkins is a 33 year-old interventional cardiologist. Although she clearly has the ability and interest to manage her own finances, her demanding workload leaves little time for it.
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Meet the Advisor
Matt Morris, M.S.
Matt has a passion for helping physicians make sense of their finances.
Services
Investment Management ✓
Financial Planning ✓
Investments are only one piece of the puzzle. Our goal is to make your family’s finances as healthy as possible.
About Me
Fee-only ✓
Fiduciary ✓
Fully Virtual ✓
I have signed a fiduciary oath, pledging to always act in your best interest and to avoid conflicts of interest.