Physician-Led Wealth Management

Evidence-Based.
Physician Focus.

A fee-only advisory practice for physicians who want disciplined, research-grounded portfolio management from someone who understands clinical life.

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Physician-Led MD + MBA Fee-Only Fiduciary Factor-Based

The Gap

High income. Generic advice.
That's the gap.

Physicians face a compressed investing window, complex compensation structures, and limited bandwidth for portfolio oversight. Most advisors aren't built for that. Ascent is.

I work with physicians at every career stage — from early-career attendings to senior physicians planning transitions.

Four pillars. One integrated strategy.

Investment Management

Factor-tilted portfolios informed by academic research. Two models, designed to capture diversified return drivers across market cycles.

Financial Planning

Debt strategy, insurance, cash flow, and retirement projections mapped to a physician's earnings curve.

Tax Planning

Coordination with your CPA on entity structure, retirement contributions, and physician-specific strategies.

Estate & Wealth Transfer

Asset protection, trust structures, and generational planning.

Why Ascent

Your advisor speaks both MD and MBA.

I am a pulmonary and critical care physician and hospital Chief Medical Officer. I pursued an MBA at Columbia Business School not to leave medicine, but to think more rigorously about it. Ascent is what I built after years of watching physicians earn high incomes but receive generic financial advice.

My approach draws on the academic tradition of evidence-based investing I studied at Columbia Business School — diversifying across return drivers so that when one factor struggles, others can contribute. I invest personally in strategies aligned with the same evidence-based framework I use for clients.

Fee-only fiduciary. No commissions. No revenue sharing. No product sales. Client assets held at an independent qualified custodian.