Author | Julianne F. Andrews, MBA, CFP, AIF

Financial Advisor to high net worth individuals including physicians and those at or nearing retirement.


Could the 529 be the holy grail of asset protection?

July 14, 2020


The basics of a diversified asset protection plan.

Top 3 financial challenges young doctors face

May 08, 2020


High incomes don’t grant immunity from financial challenges.

7 healthcare trends that will impact physicians

January 06, 2020


Changing consumer preferences and tech reliance will affect clinical, operational, and financial realities of physicians.

How to maximize the deductibility of charitable contributions

November 19, 2019


Recent tax reforms cleared the way for individuals and families to continue to support the causes they believe in while still potentially minimizing their taxes