Consultations
Talk to Someone Who Gets It
Most financial conversations for physicians start with someone trying to sell you something. This one starts with your questions. One-on-one strategy sessions with Andrew Abbott, former hedge fund managing partner and co-founder of Physicians Invest.
This Might Be for You If
These are the kinds of situations that come up in our sessions.
You just signed your first attending contract and aren't sure if the benefits package is competitive.
0 Years
Managing Money Professionally
CFA Level III Candidate
CFA Program, CFA Institute
Married to MD
Understands Physician Finances Firsthand
What to Expect
Book a time
Pick a slot that works for your schedule. Free intro or full session.
We talk
You bring the questions. We bring the analysis, the data, and an honest perspective.
You leave with clarity
Concrete next steps you can act on this week. Plus a written summary with your action items.
What We Can Cover
Investing & Markets
Should I be investing differently than what my advisor recommends?
Book a call to discuss →Asset Allocation
How should my portfolio look given my age, debt, and risk tolerance?
Book a call to discuss →Tax Optimization
Am I leaving money on the table with my current tax strategy?
Book a call to discuss →Student Loans & Debt
Should I pay down loans aggressively or invest the difference?
Book a call to discuss →Contract Negotiation
Is my compensation package competitive for my specialty and market?
Book a call to discuss →Practice Ownership
Does buying into a practice make financial sense versus staying employed?
Book a call to discuss →Estate & Asset Protection
How do I protect what I've built from lawsuits and creditors?
Book a call to discuss →Alternative Investments
Should I be looking at private equity, venture, or hedge funds?
Book a call to discuss →Behavioral Finance
Am I making emotional decisions that are costing me money?
Book a call to discuss →Side Income & Entrepreneurship
Is this side venture worth my time given what I already earn?
Book a call to discuss →Or bring your own question. These sessions are built around what matters to you.
Join physicians who think differently about money.
Ready to talk through your situation?
Book a ConsultationConsultation sessions are for educational and informational purposes. Physicians Invest is not a registered investment advisor. Nothing discussed in a session constitutes personalized investment advice, a recommendation to buy or sell any security, or a guarantee of any outcome. Consult with qualified professionals regarding your specific financial situation.