Virtus Financial Partners is a financial services firm that has developed a service model geared towards the busy professional. Founded in 2009, our firm is composed of an integrated group of multi-disciplinary advisors who take a team approach to help you achieve your financial goals.
Our advisors strive to provide holistic advice while upholding the most ethical standards in putting our clients first. We provide financial planning in order to help ensure the interests of our clients are the most important component of their financial plan. Additionally, we spend time during every plan to ensure our clients are educated on all of their options and understand each component before the plan is implemented. Furthermore, our advisors continually monitor and adjust the plan based on the goals and objectives of the client.
Virtus Financial Partners prides itself on being a knowledgeable resource to physician and dental practitioners throughout the country. We regularly speak at national association meetings as well as several residency programs at some of the top medical and teaching hospitals in the country. They have become well versed in dealing with the unique circumstances of a physician be it student loan debt all the way to comprehensive investment planning.
By choosing Virtus Financial Partners as your financial firm, you can be confident that you are being provided relevant and up to date information designed to help achieve your financial goals.