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 Tailored Portfolios

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

Portfolios tailored to your career stage, goals, risk tolerance, and tax situation, documented in your Investment Policy Statement.

Financial Planning

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

Tax-Aware Planning

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

Estate Planning Coordination

Working alongside your estate attorney on beneficiary designations, account titling, and plans for the next generation.

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 — low-cost, broadly diversified portfolios built around each client's goals and risk tolerance. 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.