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Offering Medical  Professionals  financial freedom, peace of mind and less worry so you can focus on what matters most.  


We create a 360°

financial plan* that helps protect and grow and your finances.


Founded in 1956 -

we have decades of experience working with physicians and their families.


Over $400M in protection for our clients, their families and their practices. 

(as of June 2020)

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Prime Financial Services

With over 65 years of experience working with physicians and medical professionals, we understand the unique challenges that come with that profession and balancing your finances.  

Prime Financial Services is a comprehensive financial services firm offering concierge financial solutions for physicians - from residency to retirement. We work in a collaborative environment that ensures our clients are getting the best services possible. 


Our Specialty

We have unique experience with physicians and medical professionals but that does not limit us to helping people outside of the medical community. We act as full-time fiduciaries and are always looking out for our clients best interest.



Obtainable Goals

We work with you to develop and understand your financial goals that best meet your individual situation.


Tailored Recommendations

We examine and discuss different options based on your goals, financial profile and current financial state. 




We look at all options and build a plan to help you reach your financial goals.


Award-Winning Technology

We are completely surrounded by technology - so why not use it to better your financial plans. 

Hospitals We Work With

We have long-term relationships with several hospitals in the tri-state area that use us to educate their residents and staff on financial matters.  Below are just some of the hospitals that we work with. 



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Listed entities are unaffiliated with HTK


We work with you through every stage of your career.

We work with you every step of the way from Residency to Retirement. 

With decades of experience working with Physicians and their families, we have seen it all.

Friendly Young Doctor

We work with residents and fellows to prepare for the future. The earlier you start, the better off you will be in the future.


This is a great time to start thinking about your goals.

Residents &


Residents & Fellows
Female Doctor

At this point in your career, you have a better understanding of where you want to be and need help understanding how to get there. 


This is where we fit in. 


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Retirement is right around the corner and you have to start planning accordingly.  

You are no longer thinking just about your own future but also your family's future.  




No matter where you continue your career, we will always be there to offer support and guidance.

We work with you as you as you grow in your career, change hospitals, accept new positions and when you are ready to retire.  


We have clients all over the United States, take a look.

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Request an inside look at our award-winning client portal

Request your free 30-day trial of our client portal, through eMoney, that will give you an inside look at our end-to-end planning experience.  

You will be able to use our client portal to see your cash flow, retirement plan, and other robust planning situations.  

Thank you for requesting your free 30-day trial. 

We will reach out soon to confirm your information.


Meet Our Team

Prime Financial Services was started over 65 years ago as a family-run organization.  As we grew and expanded, we are now a team that has clients across the United States and even the world. 


Meet our team of industry professionals that are passionate about helping residents and other medical professionals take control of their financial future - one step at a time.  

Our Team
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Business Operations Manager

Request Our Coveted Financial Literacy

Seminar Series

We work with Program Directors and Resident Coordinators to create customized seminar series for residents.  We offer our Financial Literacy seminars in-person and over Zoom or Webex video calls.  This is a complimentary educational service we offer residents to ensure they feel confident with financial knowledge needed for graduation with no pressure.

Some of our topics include, but not limited to:

Student Loan Refinancing Options | Financial Wellness for Physicians | Taxes & Tax Saving Rules for Physicians | Risk Protection and Liability Planning | Medical Practice Development | Contract Negotiations

If you are interested in hearing more about our highly rated seminar series, please fill out the information below.

Thank you for requesting our complimentary seminar series. 

We will follow up shortly to with more information. 

Seminar Series

Our Upcoming Seminars

  • Personal Finance for Physicians
    Time is TBD
Upcoming Seminars

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