Our Clients

Proudly Serving Healthcare Workers

As well as Medical Professionals, Families with Special Needs, and more!

We’re Dedicated to Caring for Every Aspect of Your Financial Wellbeing

Our priority is developing relationships that are built to last, meaning we want you to feel confident in not only our financial services but also in our partnership. From families who are planning for college, to successful business owners and pre-retirees preparing for their next chapter in Arizona, we will work towards creating a wealthy future for both you and your loved ones.

At the level of service we’re comfortable delivering to our clients in Prescott, AZ, and Scottsdale, AZ, we understand that we can’t be everything to everyone. Instead, we choose to cater to a select group of those who may be a good fit for our financial planning, fiduciary consulting, wealth management, and core values.

Business professionals shaking hands during a financial planning and client relationship meeting

We’re Here to Help
Those Who Are:

Medical Professionals

As a medical professional, you face several unique challenges that financial consultants specialize in. From paying off student loan debt to saving for retirement and reducing your taxes along the way, personal financial planning will help set you up for success.

Whether you currently work as a physician or manage your own practice, we will address the details of your career in healthcare so you remain proactive in your spending and educated in your finances moving forward.

Families with Special Needs

While it is never too late to begin special needs planning, it’s also never too early. With a comprehensive planning approach, we’ll address your most pressing financial concerns in an easy to understand manner that is beneficial to both you and your family.

  • Lifestyle Preferences
  • Potential Legal Issues*
  • Financial Protection through Insurance
  • Access to Government Benefits
  • Special Needs Trust*
  • Letter of Intent
  • Guardianship & Conservatorship

Stoic Wealth Advisors and LPL Financial do not offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

Take the Next Step

Sound Like You?

Learn More About How We Can Help