Drew’s connection to the medical profession is personal. His wife is a physician, and he was alongside her through medical school, residency, fellowship, and the transition into her career as an attending physician. That experience has given Drew a first-hand perspective on the financial decisions physician households encounter along the way. Many of the planning strategies he discusses with physician clients are decisions his own family has worked through as well. He also has a longstanding passion for financial education and has spoken with residents and fellows about financial planning during training and what to consider as their careers progress.
Every family requires a distinct architecture. We offer bespoke services spanning generational wealth transfer, philanthropic structuring, and private market access.
Training is an important time to begin creating structure around your finances. We can help you think through employer benefits, insurance and risk management, investments, retirement planning, and the financial decisions that begin shaping the years ahead.
Explore →As your career progresses, your financial life often becomes more interconnected. Everant Wealth helps coordinate your investments, benefits, tax considerations, insurance needs, and personal goals so decisions are made with the larger picture in mind.
Explore →With greater financial complexity comes a greater need for coordination. We help bring together investment management, tax-aware planning, retirement strategy, estate and legacy planning, charitable giving, education planning, and other major financial decisions.
Explore →As your career begins to transition, the questions change again. We help align retirement planning, investments, taxes, estate considerations, charitable priorities, and the needs of your family within an ongoing strategy built to evolve with you.
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