Scalable Investment Management for Doctors

Medical professionals have less free time than most. Creating financial plans can feel impossible. Physician’s Resource Services supports you with the sound financial advice you need to see them through.

Schedule A Consult

The PRS team is equipped with the tools you need to improve your financial standing. Request a meeting with one of our advisors.

Who We Help

Whether you’re transitioning from resident to practice or preparing for retirement, PRS is ready to assist you.

View Our Resources

PRS is dedicated to promoting the health, wellness, and education of physicians around the country. Explore our in-depth resource catalog.

Our Team Makes Investing as a Doctor Simple and Strategic

Physicians spend many years and a lot of money becoming experienced in their field. From medical school and fellowship to practice, there’s little time left over to dedicate to wealth management. Physician’s Resource Services is a financial advisor firm committed to serving physicians and their families, supporting them with the knowledge and tools they need to build an effective investment plan.

Physician’s Resource Services is a financial advisor firm committed to serving physicians and their families.

We learn your short- and long-term financial goals and help you understand the investment options you can use to see them through. If you want to address student loans, enhance your retirement plan, or explore a new real estate investment, our team is ready to help.

Discover Your Risk Tolerance
Stocks and bonds come in many types and carry varying amounts of risk. Understanding how much chance you’re willing to take on is essential to building a sustainable investment strategy. PRS learns your tolerance and recommends investment options that match your requirements.
Diversify Your Portfolio
PRS reduces potential losses by diversifying your holdings among many investment types. With dynamic asset allocation, you have greater flexibility and can more easily weather market fluctuations.
Evaluate Your Approach
Ongoing analysis is essential to a successful investment plan. PRS consistently monitors your assets and meets with you to learn your financial goals. Should a significant life event affect your short- or long-term ambitions, we adjust your portfolio to match your needs.

Forge a path to long-lasting financial stability with our

Comprehensive Investing Services for Physicians

Goal Planning

Establishing investment goals is the first step toward a solid portfolio. PRS learns your plans for the future and creates a strategy to get you there.

Our Planning Services

Allocation Analysis

PRS uses state-of-the-art methods and solutions to bring clarity to your investment portfolio. Gain complete visibility of your assets and modify what isn’t working.

Our Analysis Process

Ongoing Analysis

The PRS team monitors your portfolio and helps you understand the risks and benefits of your goals. From mutual funds to index funds, we provide the proper guidance.

Our Ongoing Support

Invest Strategically With Physician’s Resource Services

Creating an investment strategy from scratch is tough, especially when you’re short on time. Our team can help you determine actionable goals and strengthen your portfolio.

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Risk Tolerance and Investing for Doctors Over Time

Understanding your tolerance for risk and how your financial plans may change over time is vital to the health of your investment strategy. Physician’s Resource Services frequently meets with you to determine your goals and ensure your portfolio is the right mix of high-risk and low-risk assets.

It’s common for young physicians to start with an aggressive portfolio and transition to a more conservative approach near retirement age. Our team aligns your strategy with your interests to reduce losses and expenses and maintain your momentum throughout your career. Through our financial services, you maximize returns and always have a portfolio that reflects your values.

300

New Clients Every Year

49 States

We Do Business In

3500+

Active Clients

Schedule A Consult

Investment management for doctors doesn’t need to be a timesink. Reach out to PRS’s financial advisors to get the support and flexibility you deserve.

Speak With a Professional

Who We Help

Whether you’re transitioning into practice or approaching retirement, your financial security is paramount. PRS is your source for financial expertise and industry-leading solutions.

Find My Path

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Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC. Tax services and insurance products offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.

Scalable Investment Management for Doctors

Schedule A Consult

Who We Help

View Our Resources

Our Team Makes Investing as a Doctor Simple and Strategic

Discover Your Risk Tolerance

Diversify Your Portfolio

Evaluate Your Approach

Comprehensive Investing Services for Physicians

Goal Planning

Allocation Analysis

Ongoing Analysis

Invest Strategically With Physician’s Resource Services

Risk Tolerance and Investing for Doctors Over Time

Schedule A Consult

Who We Help

Our Services

Locations