Frequently Asked Questions
Straight answers to the questions physicians and surgeons ask us most.
If it's not answered here, just ask.
The Discovery Meeting is exactly for this — a no-pressure conversation about your situation and what matters most to you.
Book a Call01Who do you work with?
We specialize in physicians and surgeons at every stage of their financial journey — from Doctors in Training just beginning their careers, to Aspiring Affluents building their financial futures, to Financially Independent Physicians enjoying the rewards of their hard work.
02What happens on the first call?
The first conversation is a Discovery Meeting: we get to know you and your money story, ask about what keeps you up at night, and meet you exactly where you are in your career — whether you're in residency handling student loans or a practice owner getting ready to exit. No pressure, no obligation.
03What happens after the first meeting?
We follow the DWP Process. After the Discovery Meeting comes the Perspective Builder — a financial checkup of the work you've done so far, on your own or with another advisor. Then we share Recommendations with taxes front and center, move to Implementation only when everything is clear and comfortable, and stay with you through Ongoing Reviews.
04Can you help with my student loans?
Yes. We analyze your financial situation and loan terms to create a customized repayment strategy that minimizes interest, maximizes savings, and aligns with your long-term financial goals.
05I already have an advisor. Is a second opinion worth it?
That's exactly what our Perspective Builder is for. We take a close look at the work you've done so far, show you what's working well and where you should keep going, and point out any gaps or opportunities you might be missing. You get the full picture of where you stand today.
06How often will we meet once I'm a client?
At least four times each year. Your life changes, tax laws change — so your plan should change too. These regular checkups make sure your plan always fits your current life and keeps you on track toward your goals.
07Do I have to live near Toledo to work with you?
No. Our office is in downtown Toledo, Ohio, but we work with physicians across the country and hold insurance licenses in 31 states and jurisdictions — see our licensing page for the full list.
08Who regulates Dynasty Wealth Partners?
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. You can check the background of any financial services professional on FINRA BrokerCheck, and view our Customer Relationship Summary.
Your patients get your full attention. Your finances deserve the same.
One conversation with the Dynasty team — no pressure, no jargon, no obligation.