About Physician Family Financial Advisors
Helping physician families build, maintain and enjoy financial security that can last a lifetime
William "Ben" Utley, CFP®
President and Founder
"Money is more than what you make... money is what you make of it," says Ben Utley, president and founder of Physician Family Financial Advisors
Inc..
Ben began his career in finance with Waddell & Reed in 1994 and launched his own firm just two years later. Ben holds a bachelor of science degree from Texas A&M University, a masters in science from the University of Oregon, and is a Certified Financial Planner™, Registered Investment Adviser, and a registered member of the National Association of Personal Financial Advisors.
Ben is featured or quoted in The Wall Street Journal, Business Week, Medical Economics, Consumer Reports, Physician's Personal Advisory, the London Financial Times, Physician's Practice and even the local newspaper, The Register-Guard.
Medical Economics has recognized Ben as one of its "150 Best Financial Advisors"
in 2008, 2004 and 2002 while Bloomberg Wealth Manager hailed Ben Utley as the "New Breed of Financial Advisor." |
Personal Finance is a Science and an Art
Like medicine, the world of finance is based on well-understood principles. Yet, both health and finance can be unpredictable. As you know, there is both an art and a science to caring for your patients. It's the same with managing your money.
Ben Utley is uniquely qualified to work with physicians. Why? He understands the rigors of research, thinks logically, and can relate to the demands of keeping up with advances in an ever-changing field.
And like you, Ben is a people person. You could have gone into research, but you didn't. Ben had the same choice upon completion of his graduate studies: enter the field of pure research, or apply his scientist's precision and chemist's intuition to a field in which he works one-on-one with people.
Now that he's been a long-term financial planner, it's clear that Ben made the right choice. He's seen his clients through both boom and bust in the financial markets: recession... inflation... a booming tech market... and the eventual ka-boom of that market.
Through it all, Ben has kept his clients on track. And that's what it's really about, isn't it? You want to know that your
finances are in good hands. It is with Physician Family Financial Advisors.
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Credentials, Membership & Education
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Let us help you...
- Build a stable, secure financial future...
- Maintain your financial health...
- And enjoy financial security that can last a lifetime!
Enjoy your life, your family, and the challenges inherent in being a physician. It takes money to do the things you want for yourself and your family. Let us help you build, maintain and enjoy the kind of financial security that comes from our attention to detail and concern for your well-being.
Click here to get started now.
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