The Physician Specialists
When you work with Hippocratic Financial Advisors, you have the assurance of working with an integrated team of financial specialists whose backgrounds, experience and credentials span multiple disciplines.
Our role is to harmonize and simplify the management of your financial affairs while applying keen insight into the special issues facing physicians & dentists. By examining your unique circumstances through the lens of various wealth and risk management disciplines, we can provide a seamless, holistic solution for managing all aspects of your financial situation.
Our Back Office Specialists
Through our independent relationships with the Advanced Practice Advisors, Fidelity Institutional Wealth services, Schwab Institutional, and others, Hippocratic Financial Advisors has access to the industry’s top echelon of global financial resources. By combining these resources with the highest level of personal service, expertise, and integrity for which Hippocratic Financial Advisors is known, you receive the best of both worlds – institutional quality and selection with boutique-level service and advocacy.
Ravi Davis, CFP is an Investment Advisor Representative (IAR) of Advanced Practice Advisors, LLC. Advanced Practice Advisors, LLC is an invitation only consortium that seeks to provide top echelon independent wealth management services.
Advanced Practice Advisors, LLC employs professionals who provide a concierge level of support, servicing Hippocratic Advisors and our clients with what we believe to be a world-class back office experience.