Los Angeles Financial Advisor for Physicians
Los Angeles financial advisors helping doctors and medical professionals navigate their financial strategy.
Andrew Eddy, CFP®, is an independent fiduciary financial advisor for physicians, dentists, and other medical professionals across Los Angeles. He understands a physician’s finances — managing your investments and the bigger money decisions a doctor’s income brings.
20 minutes · No statements required · Complimentary
Physician Wealth Management
What does wealth management for physicians involve that a generalist misses?
Wealth management for physicians is mostly what anyone needs from a fiduciary — sound investing and protecting what you earn. Two things land differently for a doctor: the retirement-plan choices that shift depending on whether you’re employed or own your practice, and the life and disability coverage most advisors aren’t licensed to handle. As a doctor financial advisor, Andrew Eddy works with physicians, dentists, and other medical professionals on the investments and the decisions behind a doctor’s income.
Retirement-plan choices that fit your situation
Employed physicians and practice owners have different tools — a 403(b) and 457 on one side, a 401(k) and profit-sharing on the other. The point isn’t an exotic strategy; it’s making sure the accounts you already have are set up and funded in a sensible order for where you actually work, and coordinated with your CPA where the tax questions get specific.
Insurance handled by your advisor, not handed off
Most financial advisors aren’t licensed to advise on insurance, so the life and disability coverage tied to your income gets passed to a separate agent. Andrew handles it himself.
Eddy Financial, LLC is not a licensed insurance entity. Insurance services are offered through Andrew Eddy, an individually licensed insurance agent in the state of California. Andrew Eddy’s California Insurance License is № 0K02163.
Do you own your practice, or are you employed?
The answer changes a lot of what follows — how you save, how you’re taxed, what your options even are. Two physicians at the same income can need almost opposite plans.
You run the business as well as the medicine
Owning the practice opens up savings options an employee doesn’t have — and an eventual sale or succession to plan around.
Your pay and benefits come from a system
The work is making the most of what the hospital or group offers you, and filling the gaps it leaves behind.
Already have an advisor — or built it yourself? Get a second opinion.
The Signature Second Opinion
What the Signature Second Opinion covers
No statements required in advance.
“If you are doing well, we will not hesitate to tell you so. If we see room for improvement, we won’t be shy about telling you that either — along with how we can assist should you wish to proceed.”
Common questions from physicians
Practicing medicine in Los Angeles?
Start with a discovery call.
- The gaps most common for physicians at your stage
- Your questions on investments, retirement plans, and coverage
- Whether we’re the right fit
20 minutes · No statements required · Complimentary
Prefer to talk now? Call (310) 451-3339.
Eddy Financial, LLC is not a licensed insurance entity. Insurance services are offered through Andrew Eddy, an individually licensed insurance agent in the state of California. Andrew Eddy’s California Insurance License is № 0K02163. When insurance coverage is placed through Andrew Eddy in his capacity as a licensed agent, he may be compensated by the issuing insurer.
This page is educational and does not constitute insurance, tax, or legal advice. Policy features, definitions, riders, availability, and tax treatment vary by carrier and by individual circumstances. Review any contract carefully and consult a qualified professional regarding your specific situation.
Eddy Financial is a financial advisor for physicians and a doctor financial advisor to doctors, surgeons, dentists, and medical professionals across LA’s Westside — offering physician wealth management, investment management for physicians, and financial planning for doctors and medical professionals — wealth management for physicians at every career stage. An independent fiduciary financial advisor in Los Angeles and a financial advisor for dentists and physicians, serving Santa Monica, Brentwood, Pacific Palisades, Westwood, Marina Del Rey, Culver City, West Los Angeles, Century City, Beverly Hills, Bel-Air, Malibu, and the greater Los Angeles area. Andrew Eddy, CERTIFIED FINANCIAL PLANNER® certificant (CFP®), located near me in Los Angeles.