Healthcare Professionals
Wealth Management for Healthcare Professionals Seeking Flexibility
Get a clear plan to work on your terms—without compromising your future.
Is Burnout Making You Question What’s Next?
As a healthcare professional, you may be:
- Wondering if you can afford to work fewer hours or change roles
- Struggling with guilt or identity loss around stepping back from patient care
- Managing financial complexity after years of high income and lifestyle shifts
- Wanting to support your family’s future without adding more stress
At BGM, we help healthcare professionals like you design a clear plan using your current finances and benefits—so you can take your next step with confidence. Whether you’re looking to reduce hours or change roles, we help turn uncertainty into a clear path forward.
Spencer Davies, CFP®, leads this work with a steady, intuitive approach. As a CERTIFIED FINANCIAL PLANNER® professional with deep experience in physician benefits, he helps clients make confident decisions that reflect both their goals and their values. His process is flexible, high-touch, and built around your demanding schedule. And with in-house tax and trust services, we help simplify your financial life—so you can stay focused on what matters most.
Confidence through Career Flexibility
Create a Plan for Financial Independence
You’ll have a structured strategy to manage income, investments, and taxes—so you can work less (or not at all) without financial stress.
Gain Time—and Peace of Mind
You can focus on your family, interests, and well-being, knowing your financial life is organized and managed.
Feel Supported Through Every Transition
You’ll feel more in control, with a trusted team managing the details and supporting you through your career and life changes.
How it Works
Step 1: Clarify What’s Possible
We start by reviewing your goals, finances, and benefits—so we know exactly what’s possible.
Step 2: Design a Transition Plan
We build a path that helps balance income, benefits, and lifestyle changes.
Step 3: Adjust as Life Evolves
We stay by your side with ongoing support and refinements.
Is BGM Right for You?
We may be a good fit if you:
- Are a healthcare professional seeking more control over your time
- Have investable assets of more than $500,000
- Want a long-term relationship with an advisor who understands your profession and your pressure
Contact us today to learn how we can help you create a more flexible path to retirement.
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