Business Growth Strategist 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" who are looking for guidance on fiscal matters. Our business coaching has helped to expand their knowledge while building their wealth in both their personal lives and their practice.

You will benefit from our years of asset management strategy experience and the Certified Value Growth Advisor certification which allows you to make better decisions on the day-to-day business of your practice - purchasing equipment, investing in real estate transactions, or other business acquisitions. Working with our business growth strategist will include monthly or bi-monthly reporting meetings, assessing any changes in your goals, and making adjustments for the upcoming month. 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.