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Financial Planning for Physicians & Medical Professionals

Your career is demanding. Your financial plan shouldn’t be.

As a physician, your focus is on caring for patients—not navigating complex financial decisions. Between long training years, student loan debt, high tax brackets, and the challenges of balancing practice ownership with personal life, your financial journey is unlike anyone else’s.

At HCM Wealth Advisors, we specialize in helping doctors and medical professionals turn today’s hard work into tomorrow’s lasting wealth.


Hear from Steve Hengehold, CFP®, RICP®, HCM's in-house healthcare expert who has helped many pre-retirees and retirees navigate the complexities of the healthcare retirement plan.

Medical professionals face unique financial challenges—extended training years, high student loan debt, heavy tax burdens, and demanding careers. Learn how HCM Wealth Advisors can help medical professionals like you achieve financial freedom through tailored investment, tax, and financial planning. 

Financial Services for Medical Professionals

 Meet Our Healthcare Team

Our expert team has a deep knowledge of the ins and outs of your P&G retirement plan options, general investment planning, and tax considerations. 

Nathan Barbian Photo

Nathan Barbian

Client Services Representative
Greg Middendorf, CFP®, CCPS® Photo

Greg Middendorf, CFP®, CCPS®

Wealth Advisor | Partner
Doug Johnson CFA Photo

Doug Johnson CFA

Senior Investment Strategist | Chief Compliance Officer | Partner
Maureen Everhart Photo

Maureen Everhart

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