Financial Planning For Physicians And Business Owners
We help physicians and business owners simplify complex finances by building custom plans rooted in their “why,” bringing focus, direction, and peace of mind.
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We Start With Your "Why"
Before numbers or strategies, we focus on understanding what matters most to you. Your goals, values, and motivations shape every one of our recommendations and decisions.
Why Does The Timing of Your Retirement Matter to You?
Your timeline gives context to every saving, investing, and planning decision.
Why is Paying For Your Children’s Education Important to You?
Goals help you prioritize what comes first—so what matters doesn't get out later.
Why Do You Want More Freedom to Travel or Give Charitably?
Defining fulfillment allows your financial plan to support the life you want to live.
Get Your Free Guide
A free practical guide to key financial decisions and common mistakes for physicians and business owners.
We're Here to Help
Physicians and business owners face complex financial decisions across taxes, investing, and long-term planning. Our role is to bring structure and thoughtful guidance—so every decision supports a clear financial plan.
Integrated Planning
We coordinate taxes, investments, retirement, and risk into one—so you're not piecing everything together yourself.
Specialized Expertise
We help physicians and business owners navigate their complex income, taxes, and long-term planning decisions.
Fiduciary Advice
We provide advice built around your goals—so every recommendation supports your best interest.
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A Little About Oread Wealth Partners
Oread Wealth is a fiduciary wealth management firm serving physicians and business owners nationwide. We help clients navigate financial complexity by aligning their money with what's most important in their lives.
Planning For The People You Care About
We help physicians and business owners make confident financial decisions that support their family, protect what they’ve built, and provide a clear path for the road ahead.
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Our Simple 3-Step Process
Our process is designed to create clarity, alignment, and momentum—so your plan stays connected to what's most important and evolves as your life, career, and priorities change.
1. Initial Conversation
It all starts with a confidential, relaxed conversation about what you’re looking for in a wealth advisor.
We’ll talk through your short- and long-term goals and see if we’re a good fit—no pressure, no commitment.
2. Discovery Meeting
Once we know we’re a good fit, we’ll dig into your “why” and define your goals—financial and otherwise.
Then we’ll gather key financial data points to start building your initial plan with real context.
3. New Plan Overview
Finally, we’ll review your initial plan, highlight strategies that may make sense, and talk through potential next steps.
Nothing rushed—just a clear, thoughtful conversation.
Ongoing Guidance
After our simple three-step process, our work continues. We partner with you to implement, coordinate, and refine your financial plan over time—so it stays aligned as your life, career, and priorities change.
Book a Free Assessment
We take time to understand your goals, values, and motivations before building a financial plan designed around your life.
Our calls are always stress and pressure free—guaranteed!
