As a resident, fellow, or other training medical professional, your busy working schedule and transitional life are demanding and require a lot of attention. While it is important to focus on your career and training, our team hears far too often from attendings who, with hindsight, wish they had given more attention to their financial lives sooner.

While working to accommodate your schedule, both with flexible hours and digital availability, our team will help you address the financial strategies most pertinent to you during training and transitional years.

Topics and strategies such as occupation-specific disability income insurance, student loan repayment and forgiveness, retirement planning, life insurance, asset protection, and risk management strategies are discussed as they are too important to overlook, but often too complex to address without financial guidance.

By simplifying these topics, we help you to take control of your financial life and get your focus back on what's most important to you. So, whether you're looking for comprehensive advice, or more simple guidance towards specific financial solutions, let us help you take that next step with confidence.



As veteran members of the medical community, you've seen how the care you provide reaches far beyond individual patients, extending to families, and even future generations. When approaching one's financial health, the EWS team proceeds with the same level of care and commitment to long-term positive impact. 

We understand that getting where you are today has been extremely difficult. The EWS team will help you make the most of the opportunities you have earned for yourself in the career of medicine. We'll add clarity and act as your advocate to you as you navigate the different financial decisions in your life.

Topics and strategies such as risk management, cash flow planning, asset protection, wealth management, estate planning, retirement planning, insurance planning, tax reduction strategies, and children’s education planning are all important to address so that you know you’ve done the most for your financial health.

Whether medicine is a labor of love for you, or not, everyone must hang up the proverbial white coat at some point.  Our job is to help make sure you get through your career, life goals, and your retirement feeling prepared and fulfilled.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411

Edge Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.