Physician Family Financial Advisors Inc

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399 E 10th Ave Ste 103
Eugene, OR 97401

Physician Family Financial Advisors Inc, based in Eugene, OR, specializes in financial planning for physician families across 40 states. Their mission is to help doctors with children transform their earned income into a secure future through personalized plans for college funding and retirement. The team at Physician Family Financial Advisors focuses on empowering clients to make informed decisions, without the burden of excessive AUM fees.

With over 230 physician families under their guidance, this firm provides comprehensive services that prioritize client satisfaction and financial security. From retirement goal setting to tax-efficient investment strategies, the advisors at Physician Family Financial Advisors strive to ensure that doctors can retire without regrets and enjoy a fulfilling life beyond their medical career.

Founded in 1998, Physician Family Financial Advisors has evolved into a trusted partner for physician families managing $170 million in investments. Led by experienced financial advisors like W. Ben Utley, CFP®, the team is dedicated to offering smart financial advice tailored to the unique needs of busy physician parents, aiming to create a roadmap to a worry-free retirement.

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Reviews

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4.04 reviews
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Dewan F.
3/2/2018

I learned about Physician Financial Advisors on a physician forum. I had an initial phone consultation with Ben today, and he was very informative and thorough. He explained how his firm's process...

Victoria H.
3/30/2021

I called to ask about services and received some very helpful information from Ben. These financial advisors seem like a trustworthy straightforward bunch. If you are needing some advising I...

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David C.
3/20/2021

https://article.smartasset.com/financial-advisor-mistakes-18/?utm_source=wsj&utm_campaign=wsj__falc_content_applenews&utm_content=7mistakes_ivy_1242x699

Rishi B.
3/7/2018

I found Ben to be very informative and easy to understand in my search for a CPA. Even though he wasn't the right fit for my needs, he was able to suggest some good options.

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United StatesOregonEugenePhysician Family Financial Advisors Inc

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