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    The 150 best financial advisers for doctors


    Susan C. Kaplan
    MBA CFP
    Kaplan Financial Services
    Newton, MA 617-527-1557


    Minimum portfolio: $1 million

    Eric M. Kobren
    MBA
    Kobren Insight Management
    Wellesley Hills, MA 800-586-4727


    Minimum portfolio: $250,000

    Duston Ladieu
    CFP
    Baystate Financial Services
    Wellesley Hills, MA 781-431-3011


    No minimum

    Cynthia G. Sechrest
    CPA/
    Sechrest Financial Services
    Acton, MA 978-795-1284


    No minimum

    Pran Tiku
    Peak Financial Management
    Waltham, MA 781-487-9500


    Minimum portfolio: $1 million
    MICHIGAN

    Richard A. Ferri
    CFA Portfolio Solutions
    Troy, MI 800-448-3550


    Minimum: $800,000 or annual fee:
    $2,000

    Marilyn M. Gunther
    CFP
    Center for Financial Planning
    Southfield, MI 248-948-7900


    Minimum portfolio: $600,000

    Sherri Stephens
    Stephens Wealth Management
    Flint, MI 810-732-7411

    .
    Minimum portfolio: $1 million

    Paul H. Sutherland
    CFP
    Financial & Investment
    Management Group
    Traverse City, MI 231-929-4500


    No minimum

    MINNESOTA
    Gregory A. Carlson
    CFP
    Carlson Capital Management
    Northfield, MN 507-645-8887


    Minimum portfolio:
    $1 million

    Joel Greenwald
    MD CFP
    Sterling Retirement Resources
    St. Louis Park, MN 952-224-7163


    Minimum portfolio: $500,000

    Ross Levin
    CFP
    Accredited Investors
    Edina, MN 952-841-2222


    Minimum portfolio: $1 million

    Bruce Primeau
    CPA CFP PFS
    Wade Financial Group
    Minneapolis, MN 763-797-9577


    Minimum Portfolio: $250,000

    Andy Tate
    CLTC CFP
    North Star Resource Group
    Minneapolis, MN 612-617-6049


    No minimum portfolio


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