OnCall Advisors is a group of physician & dentist only financial consultants who have provided trusted advice to doctors and practices across the United States. Our 5 step planning process, electronic applications with e-signatures, and use of online meeting and collaboration technologies are all designed to simplify the often complicated and busy lives of physicians.
We significantly invest in educating our clients about financial products and services and take the time to build a strong working relationship predicated on loyalty and trust. Working with physicians across the United States through the years has given us an understanding of the opportunities and obstacles faced by physicians and their practices. This allows us to cater specific solutions and advice to help simplify their lives and reach their financial goals.
Our mission: To use our financial training and experience to better the financial lives of physicians and their families in the same way they use their training and experience to better the quality of life for all people.
Our passion: To provide intelligence and assistance to physicians in our areas of specialty with the thoughtful and personalized care they give their patients.
Our story: Our partners began their careers with the idea that better relationships would translate into better financial planning for their physician clients. They noticed that many financial services firms saw doctors as another sale and valued them based on their incomes. This obviously led to great first impressions and sales, but left many physicians without the ongoing support and care that they needed. Therefore, OnCall Advisors was launched with a different set of values: