Since 2004, we’ve worked extensively with medical professionals and understand the unique financial challenges they face. This experience led to the development of Physician360, our proprietary planning process designed to support doctors and their practices at every stage of their careers. The program provides a clear, structured path toward pursuing each client’s individual goals.

Our services are fee-based and include a written report with tailored recommendations. Clients may choose to implement these strategies with us or independently. If implemented with us, we utilize an open-architecture approach, working with a range of investment and wealth management firms to provide flexible, customized strategies.

Collaboration is central to our process. Acting as the “quarterback,” we coordinate with attorneys, CPAs, and other trusted advisors to deliver a cohesive and comprehensive strategy. Clients can maintain existing relationships or leverage our network to fill any gaps.

Physician360 also includes a secure online portal, allowing clients to monitor accounts, track spending, and store important documents in one convenient location.

As an independent Registered Investment Advisor (RIA), Advisory Resource Group is committed to acting in the best interests of our clients—not those of any institution.