Financial Planning for Physicians and Dentists

Independent Wealth Advisors Serving Clients in 39 States
About Us

Mint Hill Wealth Management

We established our firm to help physicians and dentists simplify their financial lives and proactively create wealth. We do this by serving as your family’s CFO through the financial planning process, and offering a higher level of flexibility and customization in our portfolios.

Your Financial Journey

As a medical professional, your career path is different from other occupations. Our firm is custom designed to serve your financial needs at each stage in your financial journey, from training to retirement.

1

Training

  • Disability Protection
  • Liability Protection
  • Debt Management

2

Enter Practice

  • Contract Negotiation
  • Benefits Planning
  • Increase Disability
  • Term Life Protection

3

Establish Foundation

  • Cash Flow Planning
  • Eliminate Bad Debt
  • Home Purchase
  • Basic Estate Planning
  • Practice Management

4

Long-Term Planning

  • Debt Planning
  • Investment Strategy
  • Retirement Planning
  • Education Planning
  • Tax Planning

5

Advanced Planning

  • Alternative Investments
  • Advanced Estate Planning
  • Advanced Tax Planning

Who We Serve

We love working with physicians and dentists because they are hardworking, diligent, and appreciate the guidance of financial professionals. Let us help take the stress of financial planning off your plate.