Trusted Resources

Build Financial Strength and Security.

Find Your Trusted Financial Planner/Financial Advisor Here.

Change Your Trajectory:

Build Financial Independence and Strength by Working with our

Trusted Resources Financial Advisors/Financial Planners

Change Your Trajectory:

Build Financial Independence and Strength by Working with our Trusted Resources Financial Advisors/Financial Planners

Reaching financial independence means no longer having debt and no longer depending on earning a salary to pay the bills. As a physician who is financially independent, you work because you choose to do so, because you have a passion for it. You are no longer working to keep your head above water with a mountain of bills and debt. Working with a Trusted financial planner and/or financial advisor can help you to create the specific plan that works for you. The right advisor can help you stay on track to reach your financial independence goal and your next vision.

Work because you want to. Do the things that are most important to you. Create a life without financial stress.

DocWorking Trusted Resources providers have earned their trusted status by being willing to go above and beyond to help members of the DocWorking community. Many of them have been working with members of the DocWorking team for years! Seriously—some of them we’ve known and trusted for multiple decades. We appreciate their support of DocWorking’s mission to prioritize the health and well-being of doctors and other healthcare providers.

The Trusted Resources businesses are paid advertisers or have an affiliate relationship with DocWorking. An affiliate relationship means that DocWorking may receive a commission if you use their service by clicking through our link. Thank you for supporting businesses that support DocWorking’s mission of prioritizing Physician wellness.

All States (Nationwide)

Contact: Justin Shaw

Justin Shaw, Edward Jones
16274 Foster St
Stilwell​, KS, 66085
Website
Email
(913) 897-2726

I build strategies for your goals so you have more time to focus on saving lives and balancing a hectic work/life balance! I take the time to educate and make sure you understand the different vehicles you’re apart of and how they work within your strategy!

Florida

Contact: Patrick J. Dooley, CPA

Adirondack Capital Advisors
528 Plum Court, Suite 200
Syracuse, NY 13204
Website
Email
(315) 434-5597

Contact: Paul Adkins

Florida Financial Advisors
2330 W Horatio St
Tampa, FL 33609
Website
Email
(941) 323-2446

Mississippi

Contact: Hal Knight

Knight Watts Investment Management Group
32 Milbranch Rd
Suite 10
Hattiesburg, MS 39402
Website
Email
(601) 271-6400

New York

Contact: Steven Brennan

AJF Financial Services, Inc.
708 Third Avenue
Suite 2011
New York, NY 10017
Website
Email
(212) 779-0789

AJF Financial Services is an Asset Management Firm based in NYC. Finding out what is important to you and aligning your investments with your values is what makes us different. We invest for the next generation through sustainably screened investments.
Contact: Patrick J. Dooley, CPA

Adirondack Capital Advisors
528 Plum Court, Suite 200
Syracuse, NY 13204
Website
Email
(315) 434-5597

South Carolina

Contact: Patrick J. Dooley, CPA

Adirondack Capital Advisors
528 Plum Court, Suite 200
Syracuse, NY 13204
Website
Email
(315) 434-5597

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Get to know us at DocWorking: The Whole Physician Podcast!

Listen wherever you like to get your podcasts!

Apple iTunes  | Spotify | iHeart Radio | Google | PlayerFM | ListenNotes | Amazon | YouTube | Podbean | Pandora

Get to know us at DocWorking:

The Whole Physician Podcast!

Listen wherever you like to get your podcasts!

Apple iTunes  | Spotify | iHeart Radio | Google | PlayerFM | ListenNotes | Amazon | YouTube | Podbean | Pandora

DocWorking, LLC, provides advertising for third parties, as above, after checking references and speaking at length (and for many, knowing them and using their services for years) with the person(s) named above. This page provides direct links to the business sites listed above. We do not collect any information about you in order for you to click through. After you click through, if you provide Information to Trusted Resources businesses, that is between you and that business, and DocWorking has no access to that. Any relationship you build with that business is outside of your relationship to DocWorking. Similarly, while DocWorking recommends these businesses based on our evaluation of them, our endorsement does not ensure any result. We recommend that you evaluate any business you choose to use, and we hope our list is a helpful place to start. We do not guarantee any results with these businesses, as we have no ownership or control of their business relationships or expertise.

DocWorking, LLC, is not an insurance company or insurance producer, financial planner or financial advisor, attorney, travel expert or advisor, bank or lender, and does not warrant any sites, services or information provided by our Trusted Resources.

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