Healthcare | AlphaTrust Financial Management

You take care of others — we take care of you.

When it comes to managing your own finances, time is your scarcest resource. At AlphaTrust, we build integrated financial plans that support both your medical career and personal goals.

Whether you’re paying off loans, buying into a practice, or planning early retirement, our advisors help healthcare professionals make clear, confident financial decisions.

Top Concern:

How do I balance loan repayment, investing, and building a future?

Typical Client:

Physicians, surgeons, and specialists earning $250K+ with demanding schedules

Planning Focus:

Student loan strategy, tax optimization, practice buy-in/buy-out planning

“The best way to predict your future is to create it.”

— Abraham Lincoln

At AlphaTrust, our approach is comprehensive, proactive, and deeply personal. We don’t believe in one-size-fits-all planning — we take time to understand your goals, challenges, and life stage so we can deliver strategies that work in the real world. From investment management and tax planning to risk protection and legacy building, our team brings a full spectrum of financial expertise to every client relationship.

Student debt repayment strategies
Asset protection and liability planning
Tax-efficient investing and retirement
Practice acquisition or exit
Risk management and insurance alignment

“You treat patients with precision. We manage wealth with the same care.”

Want to hear from our founder?

Frequently Asked Questions

We are a boutique financial + tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

Schedule a Discovery Call

Call / Text Us
(480) 681-0200
Email Us
connect@alphatrustadv.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors^® are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice, but AlphaTrust Advisors^® does. Please review our Client Relationship Summary and other disclosures for important information about how we work with our clients.