Physician Family Financial Advisors Inc. ("Physician Family") is a SEC registered investment adviser. Physician Family may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Physician Family’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Physician Family’s web site on the Internet should not be construed by any consumer and/or prospective client as Physician Family’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Physician Family with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Physician Family a copy of the Firm’s current written disclosure statement discussing Physician Family’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or found on this website under “CRS and Disclosures.” This Firm Brochure can also be requested directly from Physician Family at no additional cost using the contact information contained in the footer of this page.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The information provided on the website may be time and date sensitive.
The number of physician clients served by Physician Family was calculated at 178 as of June 30, 2021 and may change from time to time. Physician Family is required to provide the SEC with the number of clients annually within the ADV Part 1A, this can be found on the SEC website, www.adviserinfo.sec.gov.
Information about the CFP® professional designation referenced here can be found at the CFP Board of Standards website. This professional designation does not guarantee that the investment adviser will provide a higher standard of care or more accurate advice to clients, all advisers are required to act as fiduciaries and be trained accordingly by the regulator and their respective firms.
Physician Family may provide links to articles, or other websites, while Physician Family has reason to believe the information linked to be reliable, current and valuable to its client, Physician Family provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature or viability of any information shown on these sites.
The opinions expressed by Physician Family herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
Third party ratings regarding W. Ben Utley were received in 2002, based upon criteria used to determine the rating, Mr. Utley has reason to believe that the process was true and accurate and provided the third party rater an opportunity to request both favorable and unfavorable responses from Physician Family when designing the award basis, there was no indication that the rater produced predetermined results. Physician Family was not compensated nor did Physician Family compensate the rater. The rater was the Medical Economics Magazine, based upon reader recommendations that found the chosen financial advisors for doctors to be knowledgeable. Advisors were evaluated based upon their credentials, education, experience, percentage of doctor clients and size of the investment firm. In addition, the rater reviewed public documents from the advisor, including financial plans, regulatory filings and compensation models.
Physician Family Financial Advisors, Inc. is concerned about your right to privacy. When you visit our website, the following data is collected:
- The type of browser used
- Geographical region the connection is originating from
- Date and time of the connection
- Pages visited during the connection
- Date and time the connection was severed
This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent.
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