Attending wealth Management Logo
Attending wealth Management Logo
Attending wealth Management Logo

Attending to your Financial Future

Schedule Diagnostic Consultation

Are You Ready for the Financial Challenges Ahead?

As a resident or new physician, you’re entering a demanding and uncertain phase of your career. With long hours and intense responsibilities, the last thing you need is the added stress of financial management.

At Attending Wealth Management, we understand the unique challenges you face, from managing student debt to planning for a stable financial future. Don’t let financial stress overshadow your hard-earned success. Let us handle the complexities of wealth management so you can focus on what you do best - caring for your patients.

Start the conversation today, before financial uncertainty takes control.

Focused on
Emerging & Newly Established Medical Professionals

Focused on
Emerging & Newly Established Medical Professionals

Focused on
Emerging & Newly Established Medical Professionals

Newly Established Medical Professionals
Newly Established Medical Professionals
Newly Established Medical Professionals
headshot of Bryan Jordan
headshot of Bryan Jordan
headshot of Bryan Jordan

Your Financial Planner

Bryan Jordan, CFP®

I am a Certified Financial Planner with over a decade of experience, and I've established my own firm to focus on assisting those who I am most passionate about helping.

Packages

Launch

Launch

$100

/year

Access to Savology

Access to Savology

For the Self-Starter

Get Started

Build

$170 - $250

/month

$0-$100k in managed assets

Holistic Financial Guidance

Budgeting Tools

Flexible Payment Models

Get Started

Thrive

1.25% - 0.80%

Annual % of Assets Under Management

$100k+ in managed assets

Customized Financial Planning

Regular Reviews & Adjustments

Personalized Service

Get Started

Contact

FAQ

FAQ

FAQ

How can you help me reach my money goals?

How do you get paid?

Will you show me a list of fees?

Do you get or give any fees for referrals?

Are you held to a Fiduciary Standard of care at all times?

What’s your experience?

Have you been in trouble with any finance rules?

Do you provide comprehensive financial planning? Or do you only offer investment management?

What’s your investment philosophy?

Do you have other clients like me?

What if something happens to you?

How can you help me reach my money goals?

How do you get paid?

Will you show me a list of fees?

Do you get or give any fees for referrals?

Are you held to a Fiduciary Standard of care at all times?

What’s your experience?

Have you been in trouble with any finance rules?

Do you provide comprehensive financial planning? Or do you only offer investment management?

What’s your investment philosophy?

Do you have other clients like me?

What if something happens to you?

How can you help me reach my money goals?

How do you get paid?

Will you show me a list of fees?

Do you get or give any fees for referrals?

Are you held to a Fiduciary Standard of care at all times?

What’s your experience?

Have you been in trouble with any finance rules?

Do you provide comprehensive financial planning? Or do you only offer investment management?

What’s your investment philosophy?

Do you have other clients like me?

What if something happens to you?

Client Resources

Client Resources

Altriust Accounts
Altriust Accounts
Altriust Accounts

If your accounts are at Altruist, please click or use the app.

Charles Schwab
Charles Schwab
Charles Schwab

If your accounts are at Schwab, please click or use the app.

Savology Portal
Savology Portal
Savology Portal

Click if you want to take a look at your Savology Portal.

Savology Information
Savology Information
Savology Information

Getting Started Info for Savology.

Attending wealth Management Logo 1
Attending wealth Management Logo 1
Attending wealth Management Logo 1

Begin your journey today!

Begin your journey today!

Begin your journey today!

Attending wealth Management Logo
Attending wealth Management Logo

© Copyright  2024  | Investment Advisory Services offered by Censifi, LLC ("Censifi"). Censifi is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

© Copyright  2024  | Investment Advisory Services offered by Censifi, LLC ("Censifi"). Censifi is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.