TRUSTED PHYSICIAN ORGANIZATIONS

Organizations We Work With

Helping healthcare organizations empower their physicians to build lasting wealth.

We are proud to work with physicians from some of the best organizations in the nation as seen below. We work one-on-one with clients at all career stages from residency through retirement, and we also provide educational seminars to physician groups.

How We Got Into The Physician Market

In this video, Ben talks about building early connections to physicians during his academic years at Emory University in Atlanta, a hub for medical training. Many of his university friends, who later became physicians, struggled with financial management post-residency, prompting Ben to offer his expertise.

This led to the foundation of Generational Financial Partners in 2010, which has since grown to predominantly serve physicians, comprising 95% of its clientele. In 2018, Ben authored the forward for “The Myth of the Rich Doctor,” a book addressing the financial illusions and realities faced by physicians.

Ben highlights the unique financial challenges faced by physicians, such as substantial student loans and the societal pressure to maintain a high standard of living immediately after training. He has tailored his financial planning services to address the complex needs of physicians, helping them manage their finances efficiently and plan for the future without the burden of financial stress.

Video Disclosure: Investment advice provided through Generational Financial Partners, LLC, a Securities and Exchange Commission registered investment advisor. See full disclosure here. Benjamin Yin is formerly an investment advisor with Eagle Strategies, LLC, a registered investment advisor.