Business Growth Advisor for Medical & Dental Practices

Working with Doctors & Dentists to Grow and Sell Their Practices

Physicians are often some of the top income earners in the country, which is just one of the reasons you need a wealth management firm. At Heritage Investors, we have spent years working to develop a rapport with "entrepreneurial doctors" looking for guidance on fiscal matters. Our holistic approach to your entire financial situation intertwines personal and business strategies that help to grow your business's value while building wealth and minimizing tax burdens in your personal life.

You will benefit from our years of asset management strategy experience. The Certified Value Growth Advisor certification allows us to bring strategies that allow you to make decisions based on ROI in the day-to-day business of your practice - purchasing equipment, investing in real estate transactions, or other business acquisitions. Working with our business growth advisor will include monthly or bi-monthly reporting meetings, assessing any changes in your goals, and making adjustments for the upcoming months and years. We are able to guide you in all aspects of your life and practice, making us more of a private Chief Financial Officer than a CERTIFIED FINANCIAL PLANNER™. We handle the headache of dealing with insurance, working with your CPA, and negotiating your loans—basically all things financial, allowing you to enjoy the fruits of your labor.

Schedule a meeting...

If you are spending more time taking care of the finances in your practice than your patients, we need to talk. Contact us for your check-up today.