By Jeff Brown, MD, MBA, CFA®, CFP®
It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you through complicated decisions and opportunities?
That’s why Shearwater Capital exists. We founded our practice to help both practicing and retired physicians navigate their financial situations with confidence. We can do that because we are physicians too. We walk in your shoes and face the issues you face.
Who We Are
For physicians, by physicians. That motto is the shared vision of our founders, Jeff Brown and Eric Malden. In 1999, they were practicing radiologists, faculty members, and MBA classmates at Washington University in St. Louis. We saw the financial challenges physicians face with educational debt, a later career start, and balancing competing financial needs and decided to do something to help.
With over 40 years of combined investment advisory experience, we strive to help physicians and their families secure their financial futures. We apply our knowledge as practicing physicians and our skills and expertise in the financial world to provide customized financial strategies at a reasonable cost. We want to see physicians thrive, both vocationally and financially.
What We Do
Your money is important to you. It represents your sacrifices and your dreams and you want to see it flourish. As fiduciary financial advisors, we put your interests first in everything we do, building investment portfolios tailored to your needs and goals. We adhere to a scientific, evidence-based approach to grow and protect your money.
But we go further than just watching over your portfolio. We offer comprehensive financial planning to cover every stage of your life. From tax planning to college savings to debt reduction, we review and analyze your situation and provide you a road map to get you from point A to point B.
Our specialty, though, is retirement planning. Our goal is to help make sure you have sufficient income to live comfortably in retirement. Our plans include a personalized retirement savings strategy and tax-efficient withdrawal plan. When you reach that pivotal retirement milestone, we want you to relax and focus on what matters most, not worry about your money after decades of hard work.
The Shearwater Capital Difference
What sets us apart from other advisory investment firms is that we have an intimate understanding of what you do, day in and day out. When we listen to your concerns, dreams, and questions, and develop solutions that fit your life—not cookie-cutter strategies.
We are committed to your financial success. In fact, it’s our only priority. We are a fee-only firm, which means you can rely on us to be objective and transparent and only recommend the strategies that suit you best.
The end result? Peace of mind that you have a partner to turn to when financial decisions loom.
We Are Here For You
We started our business specifically to serve you. If you think your financial life could benefit from the specialized touch of someone you can relate to and trust, we’d love to chat with you. Schedule a complimentary consultation by calling (314) 434-4750, emailing firstname.lastname@example.org, or using our online calendar.
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.