Financial Planning and Investment Management For Physicians, By Physicians
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Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Are you worried about market votality?
Do you wonder if you are truly prepared for retirement?
Do you have specific questions about your financial plan?
Would you like a second opinion on your investments or retirement plan?
We’re Here To Help Virtually
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory phone call, we’ll discuss:
Which financial questions do you have?
What worries you about your financial future?
What are your concerns or goals when it comes to investing?
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
How To Prepare For Our Call
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Get Started Now
Schedule your free 30-minute introductory phone call today to:
Plan to maximize your financial future.
Get answers to your specific questions.
Get personalized recommendations for your unique situation.
You may also call (314) 434-4750 or email email@example.com.
Jeffrey Brown is principal and chief investment officer at Shearwater Capital, LLC, a fee-only fiduciary financial advisory firm helping physicians and their families attain financial security using a scientific, evidence-based approach. Jeff has been a practicing radiologist for over 35 years and is currently a professor and chair of the Department of Radiology at Saint Louis University School of Medicine. He earned his bachelor’s degree in biology from the University of California, Irvine and his medical degree from the University of California, San Diego and has been named one of St. Louis’s Top Doctors every year since 2011 in St. Louis Magazine. Jeff saw a need for physician-tailored financial services and earned an MBA from Washington University in St. Louis, going on to found Shearwater Capital, LLC with fellow MBA classmate, radiologist, and faculty member Eric Malden. Jeff is a Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner. Learn more about Jeff by connecting with him on LinkedIn.