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Since 1990, Kaplan Financial has been providing comprehensive financial services specialized to meet the unique needs of physicians and medical residents nationwide. Our in-depth understanding of physicians’ financial planning needs allows us to deliver individually tailored financial strategies that are anchored in both experience and expertise. We help you to identify and quantify your long-term financial goals, design a sound strategy to pursue them, and ensure that the strategy is properly implemented and managed, so that you have the freedom to enjoy more of what is important to you. We are:

Physician Specialized - We currently manage over 1,500 physicians nationwide. 

Independent - Through our Advisors partnership with LPL Financial, the largest independent broker dealer in the country (based on revenue, as reported in Financial Planning Magazine, June1996-2012), we offer institutional grade investment services without the large Wall Street firms’ conflicts of interest. No investment bank or in-house funds to sell you. Independent, objective advice focused soley on your best interests.

Brokers - We work with a broad range of insurance companies to find the best combination of policy features, cost, and insurer financial strength for you.

Comprehensive & Concierge - Our comprehensive suite of financial services and concierge-level client service allow us to deliver an integrated financial services solution. At every stage of your financial and professional life, Kaplan Financial is there to provide you with the physician specialized financial advice and services that you need from an experienced source you can trust.

Contact us today for a complimentary consultation to learn more about how Kaplan Financial can help you pursue your financial goals.

Kaplan Financial: Physician Focused Financial Services


Putting Your Interests First: The Importance of Selecting an Independent Financial Advisor


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Securities, Financial Planning and Advisory Services offered through LPL Financial,
A Registered Investment Advisor, Member FINRA/SIPC

State securities laws require that your investment professional be registered in the state in which you are a resident. In order to meet this requirement and use this site, you must be a legal resident of:
AZ, CA, CO, CT, FL, HI, KS, MD, MO, MT, NC, NV, NY, OH, OK, OR, PA, TX, VA, WA, WI

Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.