Centerline Wealth Advisors

Our clients can rely on us to design portfolios that focus on
producing sound and steady outcomes over the long-term.

Centerline Wealth Advisors

Providing focused long-term support for all aspects of
the financial lives of our clients and their families.

Centerline Wealth Advisors

We provide exemplary service to a select group of entrepreneurs,
business owners, healthcare professionals and retired executives.


Core Services


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.

Our Core Services take physicians through the process of crafting a personal financial plan and analyzing all areas of their financial lives.





Areas of Focus for Physicians

In addition to the Core Services we offer all clients, our experience working with other Physicians and Medical Professionals has helped us identify specific areas of focus that we can help you address.  We work with you to focus on these areas of your business that can be improved on a multitude of financial metrics.



Give us a call at (502)242-1561 or send an email to if you would like to learn more about how we can help you meet your goals.