At The Prudent Plastic Surgeon, my goal is to help you navigate your financial well-being. This includes referring you to goods or services that I believe in, like financial management.
To do this, many of the products and services featured here and through the site may be from our affiliates and partners. Sometimes this means that I get paid when you use their services, at no extra cost to you.
I only will ever recommend financial resources that I have personally used or have vetted extensively and would choose to use myself!
OnCenter Financial Advisors (OCFA) specializes in premier investment management for knowledgeable clients who aspire to achieve financial success and lasting wealth. The Managing Partner (Carol Clark MBA and CFA) started the firm to bring clients the academically proven, low-cost investments used by elite endowments and foundations to optimize wealth creation and generational. wealth transfer. Unlike many financial advisory firms which profit by taking a cut from every investment offered, OCFA offers true independent fiduciary services meaning that we are legally bound to act only in the client’s best financial interest.
Helping physicians achieve financial success is a special interest and area of deep experience at the firm. Most physicians love practicing medicine as well as the multidimensional rewards of caring for patients. Carol has a similar passion for the investing world. Using her high-level investment training to help others achieve financial prosperity is the cornerstone of her personal mission. Many members of Carol’s immediate family (including her husband and one of her sons) are practicing physicians and she knows firsthand that many doctors have not found time in their busy professional lives to master the complexities of the investment universe. This world has its own unique lexicon of acronyms, technical terms and specialized structures. Within this arena, there are investment products that can set you up for the retirement of your dreams and others with worrisome red flags that compromise portfolio growth.
If you don’t have the time to manage and optimize your investment portfolio, rely on vetted experts with the most advanced investment training in the field. Learn how OCFA’s expertise and integrated financial planning focus on minimizing fees and taxes can enrich your financial future.