At Centerline Wealth Advisors, a large portion of our client base includes residents, attending physicians, and retired physicians. So we have a very good understanding of the financial challenges that are particular to the medical field. Meaningful compensation doesn’t begin until the mid-30s, if not later, and it’s easily offset by the significant debt accrued since medical school. While income can rise to significant levels, the career window to earn enough for retirement is shorter than average, usually only 30 years (age 35-65).

Against this backdrop, we know that medical professionals are especially short on time, and the opportunity to manage their financial situation effectively is often sacrificed. To solve this issue, we work closely with our physician clients, always in an objective fiduciary capacity, to build effective robust financial plans, tailored to their specific personal circumstances. We use a proven process to develop a roadmap to help our clients pursue a clear path to achieving their financial objectives and life goals.

Areas of Focus:

  • Investment & Financial Planning
  • Estate Planning
  • Retirement Planning
  • Risk Management and Insurance Needs
  • Cash Flow & Budgeting
  • Assistance to Loved Ones
  • Tax Planning
  • Student Loans
  • College Planning
  • Social Security Planning
  • Charitable Gifting Strategies
  • Company Benefits Analysis

Learn more about our financial planning process.

Give us a call at 502-242-1561 or send an email to if you would like to learn more about how Centerline Wealth Advisors can help you meet your goals!