About
A wealth strategy platform built for physicians and medical professionals.
Elite Physician Wealth Planning™ was created for physicians and medical professionals who need more than general financial advice. High income, complex compensation, practice ownership decisions, retirement-plan choices, tax exposure, and limited time create planning needs that require a coordinated process.
Our View
We believe the strongest financial outcomes are rarely created by isolated decisions. Tax planning should connect to retirement planning. Investment decisions should support income strategy. Practice decisions should be reviewed in light of family, estate, and long-term wealth goals.
What We Coordinate
We coordinate the major areas of your financial life: tax strategy, retirement strategy, wealth management, practice and business planning, insurance review, estate planning coordination, and annual review.
What Makes Us Different
Most financial conversations begin with investments. Our process begins with your full financial picture. We identify the areas where planning is disconnected, prioritize the highest-impact opportunities, and help coordinate implementation with your other professional advisors.
Coordinated
We connect tax, retirement, investment, practice, and estate decisions instead of treating them as separate conversations.
Strategic
We identify where planning is disconnected, then prioritize the highest-impact opportunities first.
Physician-focused
High income, complex compensation, practice ownership, and limited time shape how the process is designed.
Founder
Elite Physician Wealth Planning™ is powered by Fiscal Vision Financial and led by Michael A. Epps, ChFC®, RICP®, Founder & Chief Wealth Strategist.
Meet Michael A. EppsEvaluate your strategy through a physician-focused lens.
If you are ready to evaluate your financial strategy through a physician-focused lens, schedule a confidential introductory call.
Meet With a Physician Wealth Strategist