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    The 150 best financial advisers for doctors


    Ronald L. West
    CFP
    West Financial Services Inc.
    McLean, VA 703-847-2550


    Minimum portfolio: $1 million

    WASHINGTON

    Terrence E. Burns
    CFP JD
    Wells Fargo Private
    Client Service
    Bellevue, WA 425-450-8070


    Minimum portfolio: $500,000

    Mike Joslin CPA
    Joslin Capital Advisors
    Bellevue, WA 425-688-0555


    Minimum portfolio: $1 million

    Richard Millar
    MBA CFP
    Dempsey Financial Services
    Olympia, WA 360-352-9560


    No minimum

    Jeffrey C. Petersen CFP
    Peterson Hastings
    Investment Management
    Kennewick, WA 800-441-4412


    Minimum portfolio:
    $1 million

    Gregory T. Stapp
    CFP
    Stapp Financial
    Olympia, WA 360-754-8895


    Minimum portfolio: $100,000

    WEST VIRGINIA

    Will Carter
    JD
    McKinley Carter Wealth Services
    Charleston, WV 304-346-3700


    No minimum

    Archibald R. (Rob) Hoxton IV
    CFP
    Hoxton Financial
    Shepherdstown, WV 304-876-2619


    Minimum portfolio: $500,000

    WISCONSIN

    Todd D. Bramson
    CFP ChFC CLU CFS
    North Star Resource Group
    Madison, WI 608-271-3669


    No minimum

    William R. Casey
    CLU CFP ChFC
    Access Investment Advisors
    Manitowoc, WI 920-683-9901


    Minimum portfolio: $300,000

    WYOMING

    Connie Brezik
    CPA PFS CFP
    Asset Strategies Inc.
    Casper, WY 307-266-4525


    Minimum portfolio: $750,000








    WHAT DO CERTIFICATIONS MEAN?

    Many advisers on our list have certifications in finance and financial planning. There are several types of credentials, but we've limited our listing to those most well-known.

    CFP Certified Financial Planner: Advisers are knowledgeable about all phases of financial planning.

    PFS Personal Financial Specialist: This designation is reserved for certified public accountants who have additional financial planning expertise.

    CIMA Certified Investment Management Analyst: This signifies a specialty in client-centered investment management experience.

    CFA Chartered Financial Analyst: This designation focuses on portfolio management and financial analysis for stocks and investing.

    ChFC Chartered Financial Consultant: This designation has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes. Financial-planning disciplines include insurance, income taxation, and retirement planning.

    CLU Chartered Licensed Underwriter: A specialist in life insurance and estate planning.


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