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(954) 500-PLAN

Physician & Medical Professionals Division

We provide comprehensive Financial Management and investment services to Physicians and Medical Professionals

You can trust us to guide you in a suitable direction to help ensure your wealth continues to aid you in your day-to-day life as you are nearing or entering retirement. The team at OneSouth Florida Wealth Advisors can help you.

Financial Management Services for Physicians & Medical Professionals



Medical Professionals

Medical Professionals

Results and communication are important to us, which is why our consultative approach combined with our "needs-based" process help deliver the results you are looking for along with a steady flow of information as it pertains to your account. Our goal is always your financial stability and growth, and it's important to us that you know what's going on with your finances at any given point.

Our Physician & Medical Professionals Division focuses on income replacement in retirement, financial planning, budget management and more. The team at OneSouth Florida Wealth Advisors is experienced in helping medical professionals like yourself maintain a high standard of living well after retirement. You worked hard your entire life, let us work hard to ensure the work you did when you were younger helps keep you financially stable in retirement.

Speak to one of our team members today

What can we do for you?

OneSouth Florida Wealth Advisors can provide you with a full suite of financial advisory, planning and management services. Our Physician & Medical Professionals division serves the financial needs of all medical professionals at any stage in their career – from ongoing guidance in medical school to retirement and every phase of their life in between.

Our Services Include:

• Budget Management
• Financial Planning
• Asset Protection
• Insurance Services (Individual and Group)
• Estate Planning

• Medical Resident specific planning
• Student loan analysis and strategies to repay loan debt
• Identify and implement strategies that aim to minimize risks associated with the Medical Professions
• Affiliate programs that help purchase or sell a practice

Succession Planning Investment Services

We also have strategic alliances to help you with loan assistance geared around medical professionals, practice acquisition, real estate assistance and selling your practice.

Let us help you!

What to expect?

Personal service and planning guidance from a wealth advisor that has your interest in mind. Initially, your wealth advisor will begin the planning phase by identifying where you are, asking you where you want to be and then developing a financial plan to get you there. You can also expect ongoing guidance in any situation. We believe people come first, which is why we believe in always being there for our clients.

Our Process

An Objective Approach To Problem Solving

Critical to our "needs-based" approach is our ability and commitment to listening and asking questions. Our goal is to assist them in achieving their goals through implementing our four-step process:



Before we recommend any product or service, we inquire and receive feedback to each client's individual circumstances and financial objectives. We then analyze their insurance and investment portfolio to identify any disparities that exist.



We provide our clients with strategies to substitute or support their current financial objectives.



If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services. You may also work with the advisor of your choice.



We work with our clients to establish a timeline of reviews to monitor their financial progress and evaluate the next steps to achieving their fiscal goals.

A Financial Services Professional can help you with many of your financial needs. It is important to note that Financial Service Professionals are only able to provide certain services if they are licensed to do so.

Why choose us? 

As advisors to medical professionals, we understand the unique challenges they may face throughout their careers, and we know how to advise them through such situations to avoid unnecessary financial mistakes. Our team always has you in mind and is available to help guide and advise you on what you can do to accomplish your financial goals.

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