Specialized Financial Advice for Professionals
We understand how you think and the challenges you’re up against.
We’ll help you navigate them so you can grow the wealth you’re entitled to. Rx Wealth Advisors is a financial advisory firm focused on helping medical professionals, corporate executives, and business owners maximize their earnings, keeping more money in their pocket, and cultivating wealth so they can live the life they’ve earned and deserve.
After 20 years of advising a wide range of wealth management clients, I founded Rx Wealth Advisors to focus on helping successful professionals leverage their high-level problem-solving and critical thinking abilities into making smart, informed decisions about their finances within an ever-changing financial and business landscape.
My journey began at Ernst & Young and a Pittsburgh regional CPA firm, where I consulted clients on business and personal income tax planning, gift and estate tax, financial planning, and more. After that, I spent over 17 years at Waldron Private Wealth, where I advised wealthy, successful doctors, lawyers, entrepreneurs, and multi-generational inheritors and their families on complex wealth issues.
When I’m not meeting with my clients, I provide educational insight by speaking at industry conferences and contributing content to The Wall Street Journal, Bloomberg, Barron’s, The Pittsburgh Post-Gazette Medical Economics, and Financial Advisor Magazine. I also am an eight-time Five Star Wealth Manager Award winner.
In my free time, I volunteer at The Bradley Center (a residential mental health treatment facility for children) and serve on the Washington County Habitat for Humanity board of directors.
If you like picking investments and trying to beat the market, ask Google. If you want real-world investment advice on how to grow your wealth, ask us.
Our investment philosophy is rooted in three core principles:
Through financial science and heavily-research academic models, we’re able to uncover — and utilize — your wealth’s long-term potential.
No wild guesses
Instead of spending our time guessing which “hot” mutual fund manager or stock will outperform, we allow the markets to work for you.
We determine the appropriate return necessary to achieve your goals; then, we use that number to formulate how aggressive you should be and where you should invest your hard-earned money.
Our Code of Ethics
We’re product agnostic.
We aren’t partial to any single product, and we don’t think you need to be either. We don’t believe in pushing a product just to sell it, so you can rest assured we won’t.
We aren’t money managers, market pundits, or fortune tellers.
Anyone who thinks they can tell you which way the market will go also probably has a bridge to sell you. We can’t give you the future today, but we can help you plan for it.
We don’t traffic in guesswork.
We think it’s a bad idea to base big decisions on wild guesses. We don’t run our planning and investments that way, and we won’t run yours that way either. We rely on heavily-researched financial science and proven financial planning strategies to make our recommendations.
Be wary of buzzwords (especially “customization”).
This term is misleading, if you ask us. We know that your situation isn’t like anyone else’s; however, there’s no proven benefit to customizing financial models. So we don’t use them. Instead, we opt for financial science models built to suit your individual needs.
We put skin in the game.
We walk our talk, which means we don’t advise you to do anything we’re not doing.
You don’t have to be wealthy to be seriously committed to and focused on taking professional advice and growing your wealth.
Do we only work with super-rich professionals? Nope. We work with professionals at all stages and phases of their career and financial life who are seriously committed to and focused on growing their wealth. Because when it comes to growing wealth, it’s not just about cash — but rather potential.
Serve the person, serve the wealth.
Your wealth is an extension of you; it’s a resource. The best advice doesn’t just serve your money — it supports your well-being and mindset. So, any decisions we make are less about sheer market numbers, and more about what you can and want to live with.
An ounce of prevention is worth a pound of cure.
You’d rather ward off a disease than try to cure one, right? That’s how we see the health of your money, too. We use prevention measures to ensure your wealth can thrive.
Want to challenge us? Go for it.
That’s one of the perks of working with educated professionals — they come with their own thoughts, their own research, and thought-out questions. We take no offense to the issues or concerns you want to raise and are happy to have an intelligent discussion with you about how this can work for you.
We know a lot; we don’t claim
to know everything.
We know quite a bit about our industry and outcomes — but, like you, we’re always learning and striving to stay abreast of what’s happening so we can provide the best results for you and the people who matter most to you.
Opinions are overrated.
When it comes down to it, what we think about what’s happening pales in the face of what actually is. So, we give financial advice based on reality in order to identify how to leverage what’s really happening to your benefit. We’d rather support your prospects than our opinions.