Helping Oregon physician families
lead healthy financial lives.™

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Physicians...
Are you ready to manage your family's future?

You can win control of your finances, build security for your family and gain freedom for yourself.

Good finances are the key.

As a physician, you know the right financial decisions can lead you to financial independence... but you don’t have the skill, the experience, or the time to tackle your family’s finances. And you want to…

  • Get organized, strengthen your financial condition, and maintain a level of financial awareness that allows you to feel good about what you’ve earned…
  • See all your options clearly and understand the pros and cons of financial moves you could make—before you make them…
  • Reach decisions effortlessly and achieve long-lasting financial security for yourself and your family.

Hi, I’m Ben Utley, founder and president of Utley Financial Planning. And yes, it is possible to overcome uncertainty and make the “right” moves to bring confidence and certainty to your financial future. If you want to make the most of what you’ve earned, you’ve come to the right place.

I’ve been helping physicians and their families lead healthy financial lives since 1999, and I’ve been in practice as a financial planner since 1994. I’m not a stockbroker and I don’t sell securities. Better, I’m a fee-only Certified Financial Planner™ and I am listed among Medical Economics’ “150 Best Financial Advisors for Doctors.” I have developed a systematic approach that dozens of physicians have used to get better results in their financial lives.

Could your family benefit?

Click here to find out Who We Serve.

 

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399 East 10th Avenue, Suite 103; Eugene, Oregon 97401
541-463-0899 (Eugene/Springfield); 888-465-0899 (greater Oregon)
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