We help physicians connect their money with their life.

Our Physician Prosperity Planning service combines financial planning and investment management services to help you achieve financial peace and live the life you imagined.

Own Your Financial Future &

Build the Life You Imagined

You didn’t become a physician just for the paycheck. You envisioned of life of serving others and making a difference in the world. But with the promise of generous compensation, you probably also imagined using your money to build the life you’ve always dreamed of—a life that aligns with your values and purpose. 

Happy, wealthy doctor treating a young patient

What does your ideal life look like?

This is one of the first questions I ask every client. Why? Because I understand money is just a tool to help you live a meaningful, fulfilled life. Before we create and execute a financial plan, I want to understand what matters most to you. 

Imagine if you could: 

Pay off medical school debt bills financial adviser

Pay off all your student loans.

Physicians wealth buy or build your dream home

Buy or build your dream home.

Physicians give philanthropically

Impact the world through philanthropy. 

Physicians prepare for early retirement

Retire on your terms, on your timeline.

Save for you child's education financial adviser

Give your child a first-class education.

Physicians taxes financial services

Navigate and minimize your tax burden.

Do I need a Financial Advisor?

No matter where you are in your career, you can benefit from the advice and expertise of a qualified financial advisor. If any of the following statements describe you, I can help.

  • You're making more money than ever, but still feel stressed about finances.
  • You struggle to find time to give your financial future the attention it deserves.
  • You've invested hours researching insurance or investments and still aren't sure you made the right decision.
  • You aren't confident that your current plan will help you live the life you dreamed of.
  • You are experiencing the negative consequences of a piecemeal financial plan.
  • You're not sure how to allocate finances among competing needs.

Your Path to Physician Prosperity

Wealth diagnosis

1. Diagnosis

Your financial plan should be designed around your ideal life. So, we’ll begin by  discussing your goals and values, and what you want your money to accomplish.

Financial services physicians wealth treatment

2. Treatment

Proper treatment doesn’t come with a one-size-fits-all answer. We’ll use your current situation and ideal life to collaboratively create a plan that helps you succeed.

financial adviser ongoing care

3. Ongoing Care

What happens when life  happens? We anticipate the need for course corrections and meet quarterly to update the plan, and ensure you’re on track to reach your goals.

Michael Peterson certified financial adviser to physicians

Michael Peterson, CFP®

Why Chose Faithful Steward Wealth Advisors?

During 20 years as a financial advisor, I’ve helped doctors just like you—from residency to retirement—find financial peace and achieve the life they dreamed of. And like you, I don’t see my work as merely a job, but as a calling to serve others. That’s why I assume the role of fiduciary by always putting your needs ahead of my own. I’m a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor® whose mission is to better connect your money with your life.

Learn More about Michael

Services for Your Success

We offer financial life planning services designed to help physicians at every stage of their career, from residency to retirement. Our goal is to help you design and implement strategies that will enable you to pursue your ideal life and help you to align your finances with your values and purpose.
 

Learn More about Our Services

Physician prosperity

Physician Prosperity

Geared toward serving the needs of practicing physicians, our Physician Prosperity program provides wealth management services based upon a flat annual fee.

Physician wealth advisory foundations

Physician Foundations

Designed to serve the needs of residents and fellows, Physician Foundations focuses on four key areas critical to establishing the groundwork for future financial success.

Download the book "Myth of the Rich Doctor"

Myth of the rich doctor book cover

Are you trying to reach a financial position that allows you to do what you want, when you want? Even for high-earning physicians, wealth-building is fraught with complexity. This book will help you gain insights about:

  • The forces that shape a physician's relationship with money,
  • Common financial mistakes physicians make,
  • Habits that separate wealthy physicians from struggling physicians,
  • A process to assess your financial health, and
  • Elements of a physician's wealth-building plan. 

Connect your money with your life.

Schedule a free, no-obligation consultation to discover how to reach your goals and live your ideal life with less stress and more time to do what you enjoy. 

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Download your copy of "The Myth of the Rich Doctor"