A Team Built Around Your Practice
Penny Rudy leads a multidisciplinary group of CFP professionals, CPAs, and practice management consultants who have walked the halls of hospitals alongside you. We understand RVUs, payer mix, and the weight of student loans.
Every advisor on our team holds advanced medical-finance credentials, including the CMFC and AAMS designations. We translate complex compensation packages into confident, lived decisions.
Read Our Story →Team
Board-Certified Expertise
Each advisor holds CFP, CPA, or CMFC credentials with deep specialization in physician compensation, contract review, and practice transitions.
Real Conversations
We meet you in person, by video, or over coffee. No call centers, no scripts—just candid guidance tailored to your life stage.
Lifelong Learners
Our team completes over 120 hours of continuing education annually on tax law, retirement planning, and healthcare economics.
Behind-the-Scenes Support
Client service specialists handle paperwork, follow-ups, and vendor coordination so your advisor can focus entirely on you.
Meet the Specialists
From residency and first attending paychecks to partnership tracks and eventual sale of practice, our specialists have guided clinicians through every milestone with patience and precision.
Our client-care concierge team answers within four business hours, because your questions deserve the same urgency you give your own patients every single day.
Browse All Bios →Checklist
- ✓Fiduciary advisors—no commissions, ever
- ✓Average 14 years of healthcare-finance experience
- ✓Specialists in hospital, private, and academic practice
- ✓Quarterly team training on tax and regulatory changes
- ✓Concierge response within four business hours