Fee-Only Financial Planning
Built for Physicians
The financial life of a successful physician is complicated - involving large student loans, shortened timelines to retirement, small business or partnership elements, critical disability insurance needs etc.
Which is why we think we are uniquely qualified to help - we have lived this life. Both Sanjay and Devin are experienced Finance professionals and, most relevantly, married to successful physicians. Our personal lives have touched on all of these important aspects. Our practice not only reflects three decades of combined Finance experience, but also a deep understanding of the needs of physicians and their families.
Fee-Only | Fiduciary | Physician-Focused
Artham Advisors was founded on a simple premise: families deserve financial advice that is completely free of conflicts of interest. We charge a flat fee, sell no investment products, earn no commissions, and are legally required to act in your interest at all times.
Our team brings together CFP® credentials, FINRA registration, and more than 30 years of combined corporate finance experience — including CFO-level roles at companies ranging from venture-backed to multi-billion-dollar. We understand the financial complexity you face because we've built our practice around solving it.
$0
Commissions earned.
Ever.
100%
Fiduciary
All accounts - all the time
Flat Fee
Fee Structure
No AUM fees for >$2M
50 Min
Free Initial Consultation
No Obligation
