About a.martin & associates
Financial Planning For Physicians
a.martin & associates works primarily with physicians, including medical students, residents, fellows, and early-career physicians, providing financial planning for physicians at every stage of their careers.
Physicians follow a financial path unlike most professions. Years of training are followed by rapid income growth and increasingly complex financial decisions.
Planning often begins during residency or fellowship when physicians first begin exploring income protection and financial strategy. As careers progress, planning expands to include investment strategy, tax-aware financial decisions, and long-term retirement planning.
The goal is not simply to address individual financial products or decisions, but to help coordinate a financial structure that evolves alongside a physician’s career.
A Strong Foundation Comes First
Every comprehensive financial plan begins with protecting your ability to earn. Risk management is not an afterthought. It is the foundation from which planning grows.
From there, planning expands to include debt strategy, tax efficiency, retirement accumulation, and long-term wealth preservation in a coordinated way.
OUR APPROACH
Why Physicians Choose
a.martin & associates
Financial planning for physicians requires an understanding of the financial decisions that occur throughout a medical career.
Physician
Focus
Working with physicians provides insight into the financial challenges that commonly arise throughout medical training and professional practice.
Coordinated
Planning
Each area of financial planning is considered as part of a broader strategy rather than as isolated decisions.
Long-Term
Perspective
Planning is designed to evolve alongside a physician’s career from residency and early practice through long-term financial independence.
OUR Founder
Meet April Martin
April Martin founded a.martin & associates with the goal of providing financial guidance tailored specifically to physicians and medical professionals.
Throughout a physician’s career, financial decisions evolve significantly. Early planning may focus on income protection and financial structure, while later stages of a career involve increasingly complex financial planning considerations.
April works with physicians to help coordinate these decisions so that financial planning evolves alongside the demands of medical practice.
OUR Team
Supporting the Work of a.martin & associates
a.martin & associates is supported by a team that helps coordinate client service, planning support, and operational responsibilities so that the firm can focus on providing thoughtful financial guidance to physicians and medical professionals.
Amy King, CFP
Financial Planner & Wealth Strategist
Betsy P. Forman, CLU, ChFC
Disability Insurance Liaison
J. Tara Scott
Director of Client Services
Tara Becker
Media Relations Coordinator
Leah Garrigan
Client Relationship Manager
Michelle Jozefczyk
Executive Assistant
Rebekah Suttle
Client Service Manager
Let’s Build a Plan That Supports Your Career and Your Future
Schedule a consultation to discuss disability insurance and financial planning strategies designed for physicians.