Website: https://www.whitecoatinvestor.com/financial-advisors/ . Financial planning for doctors can be a critical first step in feeling secure about the future. White Coat Investor has put together a list of vetted companies that provide financial planning for doctors at a reasonable cost. The best part about the list that the White Coat Investor put together is that they accept clients from any state, so you are not limited just by the area you live. In order to find the best advisor, the White Coat Investor recommends emailing or setting up meetings with those who meet the majority of your needs. Financial planning for doctors can be tricky to navigate, and while the perfect advisor does not exist, it is possible to find someone who will set you up for success.