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    The 150 best financial advisers for doctors


    Jeffrey A. Seymour CFP
    DoctorWealth.com
    Cary, NC 919-654-7321


    Minimum portfolio: $500,000

    Sherrill F. Young Jr. CFP
    Raymond James Financial Services
    Hickory, NC 828-324-4420


    Minimum: $500,000

    OHIO

    Michael J. Chasnoff CFP
    Truepoint Capital
    Cincinnati, OH 513-792-6648
    http://www.truepointcapital.com
    Minimum fee: $13,000

    William D. Heichel
    CFP JD
    Pinnacle Wealth Planning Services
    Mansfield, OH 800-987-4767


    Firm minimum portfolio: $500,000;
    personal minimum: $2 million

    William A. Leuby
    JD CPA CFP
    Hamilton Capital Management
    Columbus, OH 614-273-1000


    No minimum

    Jason M. O'Dell
    O'Dell Jarvis Mandell
    Cincinnati, OH 513-791-7525


    Minimum portfolio: $500,000

    Christopher L. Sprenkle
    CFP
    Merrill Lynch & Co.
    The Sprenkle/Frey Group
    Cincinnati, OH 513-579-3618


    Minimum portfolio: $250,000

    Eugene E. Welsh Jr.
    CPA CPBC PFS
    Professional Management
    Strongsville, OH 440-572-5522


    Minimum portfolio: $250,000

    OKLAHOMA

    Robin L. Byford
    CFP CPA
    SNB Wealth Management
    Oklahoma City, OK 405-427-4678


    No minimum

    R. Todd Owens
    CFA
    Baker Asset Management LLC
    Oklahoma City, OK 405-415-7270


    No minimum

    Jana L. Shoulders
    CPA
    Adams Hall Investment Management
    Tulsa, OK 918-665-2446
    http://www.adamshall.com
    Minimum portfolio: $100,000

    OREGON

    Randall Collis
    Merrill Lynch
    Eugene, OR 541-342-5634


    Minimum portfolio: $250,000

    Ron Kelemen
    CFP
    The H Group
    Salem, OR 503-371-3333


    Minimum portfolio: $500,000

    Ben Utley CFP
    Physician Family Financial Advisors
    Eugene, OR 888-465-0899


    No minimum

    PENNSYLVANIA

    Michael J. Amato
    CFP CPA/ CFS
    Independent Tax & Financial Planners
    Holland, PA 215-354-0500
    http://www.itfp.com
    No minimum

    Donald L. DeMuth
    MBQA CPA/
    Mighty Oak Strong American
    Investment Co.
    Mechanicsburg, PA 717-790-9001


    Minimum portfolio: $100,000

    Ronald P. Dreese
    CPA/
    Abundance Wealth Counselors
    State College, PA 800-253-3760


    Minimum portfolio: $500,000

    James D. Hohman
    Allegheny Financial Group
    Pittsburgh, PA 412-367-3880


    Minimum portfolio: $300,000

    James J. Holtzman
    CFP CPA
    Legend Financial Advisors
    Pittsburgh, PA 412-635-9210


    Minimum portfolio: $1 million

    John M. Schneider
    CFP
    Private Wealth Advisors
    Pittsburgh, PA 412-931-2700


    Minimum portfolio: $1 million

    RHODE ISLAND

    Malcolm A. Makin
    CFP
    Professional Planning Group
    Westerly, RI 401-596-2800


    Minimum portfolio: $500,000

    SOUTH CAROLINA

    Nathan P. Straus
    CFP
    Daniel Island, SC 843-884-4545


    No minimum


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