How do we plan for the sale of our practice?

What retirement plan options are available to us to maximize our contributions?

How do we manage our deferred compensation and stock options?

Do we institute a 401k? SEP IRAs? Pension? What type?

Los Angeles financial advisors helping doctors and medical professionals navigate their financial strategy.


Bob didn’t plan on serving the medical community when he started Eddy Financial decades ago. However, over the years we’ve worked with a number of doctors, surgeons, and other medical professionals, and understand the complexity of not only providing medical services, but also running an independent business.

As independent business owners ourselves, we understand the push and pull of the day. You are always on. Employees need to be paid. Clients need the work done yesterday. Twenty four hours in day never seems to be enough.

Let us help you in your financial life so that you can focus on your business and other important things in your life. 

Bob and Andrew will listen to your needs and partner with you to develop reasonable objectives. We will discuss investment philosophy and incorporate your holistic objectives into your new personalized strategy. 

Experience the benefits of comprehensive wealth management. 

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