Physician Wealth Partners

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Physician Wealth Partners The heart of your financial health. Supporting physicians to and through retirement.

Great food, meaningful conversations, and valuable connections made for a memorable evening at Khaluna! Our team had the...
11/02/2026

Great food, meaningful conversations, and valuable connections made for a memorable evening at Khaluna!

Our team had the pleasure of meeting with residents from the University of Minnesota's Pediatric and Orthopedic Surgery Residency programs to discuss financial planning topics such as disability insurance, retirement savings, and preparing for life after residency.

Thank you to everyone who joined us and shared insights about their career paths and future goals!

This month we're celebrating Lindsay and her 10-year work anniversary with us! Lindsay's commitment to our team, our cli...
10/14/2026

This month we're celebrating Lindsay and her 10-year work anniversary with us!

Lindsay's commitment to our team, our clients, and our mission has made a difference in so many ways over the years.

Our team says she is reliable, consistent, and always such a joy to work with. They also mentioned her calm demeanor and problem-solving mindset, sharing that nothing seems to rattle her and that she is someone everyone can count on.

We're grateful for everything she has contributed and for the positive impact she continues to make every day.

Congratulations on this incredible milestone, Lindsay. Thank you for 10 years of dedication, dependability, service, and support. 🎉

Last week, John Arms and Noah Retka had the opportunity to sponsor and attend Career Rx 2026, hosted by the Minnesota Ac...
10/02/2026

Last week, John Arms and Noah Retka had the opportunity to sponsor and attend Career Rx 2026, hosted by the Minnesota Academy of Family Physicians at the Wilder Center in St. Paul.

It was great connecting with family physicians, residents, and healthcare professionals as they explored the next steps in their careers. Whether you're beginning residency, evaluating new opportunities, or planning for your long-term financial future, having the right team around you can make all the difference.

Thank you to everyone who stopped by to chat with us. We enjoyed the conversations and learning more about your professional goals!

As the cooler fall weather settles in, we’re looking back on one of those perfect summer days. Our team outing last mont...
09/29/2026

As the cooler fall weather settles in, we’re looking back on one of those perfect summer days.

Our team outing last month on White Bear Lake was the definition of summer fun. We enjoyed lunch at Tally's Dockside before spending the afternoon boating, swimming, and making great memories together on the water.

It's hard to believe those hot, sunny days are already behind us, but we're grateful for the memories and stronger team connections they brought!

This week we're celebrating Sarah Foehrenbacher and her 15-year work anniversary with us!Sarah's commitment to our team,...
08/14/2026

This week we're celebrating Sarah Foehrenbacher and her 15-year work anniversary with us!

Sarah's commitment to our team, our clients, and our mission has made a difference in so many ways over the years.

Her team described her as a woman that leads with integrity, supports those around her, and consistently brings out the best in others. They also mentioned her sense of humor, always cracking jokes, lifting spirits, and bringing a smile to those around her.

We're grateful for everything she has contributed and for the positive impact she continues to make every day.

Congratulations on this incredible milestone, Sarah. Thank you for 15 years of dedication, leadership, service, and laughter.

07/17/2026

The quiet advantage of early financial planning.

Achieving attending status is a major milestone, but you do not have to wait for that contract to start optimizing your finances. Residency is actually the perfect time to build your foundation.

Think of it as setting up the flight plan before takeoff:

Mapping out student loans.

Accumulating savings.

Creating a functional budget that fits your current lifestyle.

Laying this simple groundwork today ensures that when your peak earning years arrive, your wealth-building system is already running smoothly.

Interested in learning more? We’re happy to help!

Celebrating the Next Generation of Healthcare! A look back at our recent CRNA Happy Hour! We loved teaming up with Abbot...
06/03/2026

Celebrating the Next Generation of Healthcare!

A look back at our recent CRNA Happy Hour! We loved teaming up with Abbott Northwestern Hospital students to share about the tools and expertise they need to launch their full-time careers with total financial confidence.

Cheers to Anna Zimmerman for planning a beautiful event, and Luna & The Bear - Kitchen & Libation House for being fantastic hosts!

Our team took a break from the day to day and got out of the office for some team bonding at ProKART Indoors Burnsville....
05/13/2026

Our team took a break from the day to day and got out of the office for some team bonding at ProKART Indoors Burnsville. Things got competitive fast, the driving was maybe a little too aggressive at times, and there were plenty of laughs along the way.

It was a great way to spend time together and strengthen our team outside of work. Everyone had a blast, even if some minor rib bruising is still being talked about 😅.

All in all, it was a successful outing and a fun reminder that the best teams are built both in and out of the office.

This spring, we celebrated Barb’s 5-year work anniversary, and it’s the perfect time to recognize the incredible impact ...
05/04/2026

This spring, we celebrated Barb’s 5-year work anniversary, and it’s the perfect time to recognize the incredible impact she’s made on our team.

If we had to sum up Barb in one word, it would be meticulous. She’s dialed in, detail-oriented, and consistently keeps everything running like a well oiled machine. She’s also uniquely Barb; fearless when it comes to stepping up for the team, even if storms and bugs aren’t exactly her favorite things.

What many outside the team may not know is that Barb is an uber athlete, taking on triathlons, all while balancing life with her physician husband and their young son. Her drive, discipline, and resilience show up in everything she does.

Barb is always willing to step in, explain the “why,” and help new hires get up to speed. Truly a silent do er, Barb does so much behind the scenes that many don’t even realize how much they rely on her.

As she celebrates this milestone, we hope Barb knows just how grateful we are for her readiness to jump in whenever something is needed, her willingness to go the extra mile, and the steady excellence she brings every day.

Thank you, Barb, for being such an incredible addition to the team. We’re so thankful to have you and excited to see what the years ahead bring!

Don’t default on your Public Service Loan Forgiveness (PSLF) strategy.For many new physicians, PSLF is the single most e...
04/06/2026

Don’t default on your Public Service Loan Forgiveness (PSLF) strategy.

For many new physicians, PSLF is the single most effective way to manage the cost of medical education. However, the path to forgiveness is narrow and requires proactive management starting in the first month of residency.

To ensure your residency years count:

1. Employer Certification: Confirm your hospital’s non-profit status immediately upon hiring.

2. Plan Selection: Enroll in a qualifying Income-Driven Repayment (IDR) plan; avoid the "Tiered Standard" default.

3. The "RAP" Strategy: Understand how the 2026 Resident Assistance Program (RAP) integration affects your monthly cash flow.

Residency is exhausting enough without realizing three years in that you’re back to square one with your debt. It’s worth the 20 minutes now to double-check your plan selection before the July 1st start date.

Address

1191 Northland Drive Ste 150
Saint Paul, MN
55120

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm
Saturday 7am - 5pm
Sunday 7am - 5pm

Telephone

+19526987036

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