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The Team

Founder

David K. Sebastian, CFP®, CRPS, CRPC
Specialization
• Asset Protection Planning
• Retirement Plan Structuring
• Investment Strategies
Years Experience–27
Recently named one of the "Best Financial Advisors for Physicians" by Medical Economics Magazine in November, 2004 and November, 2006.		  


Fundamental to our approach to strategic financial planning is assembling the team of highly qualified professionals responsible for needs analysis, developing, presenting and implementing a program tailored to your long-term objectives. On average, a team of six professionals plus an appropriate number of support staff are involved in the analysis and design of each plan. If additional expertise is necessary, the team leader can draw on the resources of our multi-disciplined professional staff.


Theodore E. Payne, M.B.A.
Specialization
• General Financial Planning
• Wealth Management
• Special Needs Planning


 
 

©2004 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with The Physicians Wealth Management Group.

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