Doctors Financial Planning

Our mission is to alleviate the stress and burden associated with financial matters, allowing you to focus on what you do best—caring for your patients and making a positive impact on their lives. We have designed our services to cater to the unique needs and challenges that doctors face, recognizing the years of dedication and hard work you have invested in your medical careers.

In the pursuit of providing exceptional medical care, we believe it is essential to address the financial burdens that can often accompany such a vocation. As a Maryland financial planner for doctors, we understand that the demands of your profession may leave little time to navigate the complex landscape of financial planning. That is why we are here —to offer support and resources tailored specifically to doctors like you.

Why Do Doctors Need a Financial Advisor?

Did you know that:

Enter Summit Financial. Not only do we, as a financial planning firm, help our doctor clients navigate taxes, but hiring a financial planning firm like Summit Financial gives doctors a variety of other benefits, such as:


We believe in empowering you to take control of your financial future. Our expert team will work closely with you, guiding you through every step of your financial journey and equipping you with the knowledge and tools needed to make informed decisions. By feeling confident in your financial choices, you can experience a sense of empowerment that positively impacts both your personal and professional life.


The demands of your medical career can be overwhelming, leaving little room for managing complex financial matters. We are here to alleviate that burden. Our dedicated professionals specialize in addressing the unique challenges doctors face, such as managing student loan debt, optimizing retirement plans, and creating personalized insurance solutions. With us by your side, you can experience a profound sense of relief, knowing that your financial well-being is being handled with expertise and care.


Striking a harmonious work-life balance can be challenging, but it is essential for your overall well-being. Our services are designed to help you achieve this delicate equilibrium. By providing comprehensive financial guidance, we aim to free up your time and mental energy, allowing you to focus on what truly matters: your patients, your personal life, and self-care. Rediscover the joy of a well-rounded life where you can thrive both professionally and personally.


We understand the emotional rollercoaster you may experience throughout your medical career—moments of triumph, challenges, and everything in between. Our firm is not just about numbers; it’s about fostering a supportive community that stands by you through thick and thin. Whether you need guidance during tough financial decisions or seek a network of like-minded professionals who understand your journey, we are here to provide unwavering support.


Being a doctor is more than just a job; it’s a calling. We believe that financial stability and fulfillment can go hand in hand. By helping you attain financial security, we aim to enhance your overall satisfaction in both your professional and personal life. Experience the joy of knowing that your hard work is rewarded, allowing you to pursue your passions, support your loved ones, and make a lasting impact on the world.

Why Choose Us?

Summit Financial Services understands the intricate balance doctors have between their noble profession and the importance of financial well-being. We recognize that as dedicated healthcare professionals, you have chosen a path that demands unwavering commitment and immense sacrifices. Amidst the challenges you face daily, we want you to know that you are in the right place to find the financial assistance you deserve.

By partnering with us, you gain access to a team of financial experts who specialize in assisting medical professionals throughout the country. As a servant leader in your community, we know that your financial health is critical, whether you run a private practice or find yourself in a hospital organization among a thousand peers.

What Makes Summit Financial Services Different?

We know you have options when it comes to a financial planner, but here are some of the things that set us apart from the others:

Tailored Solutions

We recognize that no two doctors are alike, each having their own financial aspirations and challenges. That’s why we take a highly personalized approach to create customized financial solutions that align with your specific needs and goals. Our team takes the time to listen, understand, and design strategies that fit seamlessly into your professional and personal life.

Comprehensive Services

Summit Financial offers a comprehensive suite of services specifically tailored for doctors. Whether it’s managing your student loan debt, working to optimizing your retirement plans, helping to protect your income with tailored insurance solutions, or developing tax strategies to help maximize your wealth, we have the expertise and resources to address all aspects of your financial journey.

Holistic Approach

We believe that financial well-being is not just about numbers but also about achieving a harmonious balance in all aspects of your life. Our holistic approach takes into consideration your unique circumstances, allowing us to provide guidance not only on financial matters but also on achieving work-life balance, personal growth, and overall fulfillment.

Our Commitment to Doctors.

To us here at Summit Financial, helping doctors is more than just a job; it’s something we are truly passionate about. That’s because our co-owner Craig was born with a blood disorder called Idiopathic Thrombocytopenia Purpura (ITP). It was only through the help of medical professionals in the first few years of his life that he was able to recover from this disorder which led to a deep appreciation for the medical sciences. Today, he dedicates his time to helping the very people who helped him all those years ago: doctors. He aims to empower them to focus on their life-saving work with financial security and peace of mind.

Additionally, Summit Financial wants to extend our deepest gratitude for your unwavering commitment and dedication as a healthcare professional, especially during the challenging times we’ve faced throughout the COVID-19 pandemic.

Contact Us Today

If you’re a physician or dentist looking for expert financial planning services, contact us today. We’re here to help you achieve your financial goals and secure your financial future. Our team of financial planners is dedicated to providing you with personalized service and tailored financial solutions that meet your specific needs. We’ll work with you to create a financial plan that helps you achieve your goals while managing risk.