Your financial security is our highest priority.

As a trusted physician, your skill and competence is a priceless asset. Protecting this asset and your ability to earn a substantial income is an essential step in achieving financial security throughout your lifetime.

Physicians have unique financial needs so it's important to recognize that not all financial professionals are equally qualified to help you meet your financial goals. Financial security planning for physicians involves a sophisticated process that relies on specialized knowledge of current issues and trends relevant to the medical and dental fields.

Fortunately, there is a nationwide network of financial professionals who are uniquely qualified to help address the financial needs of those who have devoted their lives to the practice of medicine.

Physicians Nationwide a large and long standing group of financial professionals dedicated to helping physicians and dentists reach their financial goals. With stringent requirements for membership, Physicians Nationwide members have the expertise, credentials and years of professional experience to address issues that matter to you at every stage in your life.

The standard of living you experience during retirement relies heavily on the financial decisions you make long before you stop practicing medicine. Contact a Physicians Nationwide member today and let us help you achieve a lifetime of financial security.

Helping you reach financial security from every aspect.

  • Personal Needs Analysis
  • Business Needs Analysis
  • Asset & Income Protection
  • Education Funding
  • Long Term Care Insurance
  • Retirement Solutions
  • Investment Services
  • Investment Advisory Programs
  • Fee-Based Financial Planning
  • Estate Planning
  • Trust Services
  • Employee & Executive Benefits
  • Charitable Giving

Serving the sophisticated financial needs of
medical professionals since 1961.

Physicians Nationwide was established in 1961 to help serve the unique financial needs of physicians and dentists. It began as a group of representatives who saw a need to help resident physicians establish a foundation for financial security. As the residents graduated and moved to other parts of the country, the need to continue the relationship regardless of their location was clear and the Physicians Nationwide network was born. Today, Physicians Nationwide has over 100 members in offices throughout the United States.

Physicians Nationwide members are representatives of Northwestern Mutual and must continually meet stringent criteria for membership. Membership is by referral only, and every representative has a well-established, quality financial services practice, years of experience working with physicians and dentists, as well as an in-depth understanding of the issues relevant to medical professionals.

Most members of Physicians Nationwide also belong to the Million Dollar Round Table - the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Many Physicians Nationwide members hold advanced designations such as Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP®). These designations are an indication of each member's commitment to upholding the highest level of expert knowledge, professionalism and ethics.

 

Physicians Nationwide (Physician's Nationwide Financial and Insurance Services in CA) is the marketing name for a nationwide team of Northwestern Mutual representatives and is not a broker-dealer, registered investment adviser, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries, nor is it a legal partnership or entity. Insurance Agents of NM (life insurance, annuities and disability insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Securities and investment advisory programs are offered through Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM and a dually registered broker-dealer and investment adviser, member FINRA and SIPC. Investment advisory programs and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and limited purpose federal savings bank. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and representatives of such entities. Financial Representatives might not represent all entities or provide all the services discussed on this Web site. Not all products and services are available in all states. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.