Wealth Management Services

As a busy doctor with a practice to run, we know your time is limited. Our three-phase approach to financial planning makes it easier to build wealth, one step at a time.

Think of us as your personal Chief Financial Officer: No commissions. No sales. Just sound advice and an advocate in your corner.

Who Are We?

Health Professionals Alliance is a national healthcare company that offers a solution-based platform for private Physician and Dental practices to access services, financial, analytics and consulting expertise.

Among our many service offerings, we provide our members access to a fee-only, independent wealth management firm primarily serving accomplished dentists and physicians across the country. 

Over the last half century, we have built an impressive coalition of medical service specialists and relationships within the healthcare industry with a mission to advance private practices. Our goal is to equip your practice with all the tools necessary to stay independent, profitable and build value while maintaining control over the quality of care your patients depend on.
Health Professionals Alliance exists to make your life easier and providing access to wealth management services is a major way we do that every day. 

Your Personal Chief Financial Officer


You’ve got enough to think about. We’ll take the lead on your personal finances so you can enjoy some peace of mind and extra time for yourself or for the business.

✓  Personal Cash Flow Planning 
✓  Investment Management 
✓  Tax, Estate, & Insurance 


Whether you’re an accomplished business owner, partner at the firm, or running your own practice, our team understands the unique opportunities and challenges you’re facing.

✓  401(k) and Office Retirement Plans 
✓  Tax Planning (alongside your CPA) 
✓  Creating an Exit Strategy

You’ve worked hard to get here. As you start looking ahead to retirement or the next phase of your life, we’ll help you get intentional about where you’re heading.

✓  Financial Independence Planning 
✓  Planning for Big Goals and Dreams 
✓  Partner in Major Life Decisions

Benefits of Executive Medical Recruiting

At its core, healthcare as we know it has dramatically shifted over the course of the Covid-19 pandemic and there is plenty of evidence to suggest these are permanent changes. Finding qualified candidates was already challenging prior to the global pandemic and those that are worth hiring are savvy enough to know their value. According to the Health eCareers 2018 Healthcare Recruiting Trends Report, 34 percent of hiring managers reported a noticeable uptick in job offer rejections in 2018 compared to the previous year. That is most likely a contributing factor for the 37 percent who also note that securing appropriate employees is taking considerably longer. Since we all know that time is often measured by lost currency, the internal process of recruiting for the healthcare industry is increasingly expensive.

Recruiting healthcare executives that can do the job is one challenge but finding staff that will stay for the long haul is quite another. Turnover has been on the rise in Physician and Dental practices for quite some time and 61 percent of surveyed employers said they experienced an undesirable amount of voluntary departures. Healthcare recruitment firms like HPA have an extensive screening process to ensure that you are bringing in people who are not only capable but who are also the right fit for your organization which helps curb turnover. We take the time necessary to give potential candidates a good experience so they can feel good about the change they’re making. Our process ensures that there are no surprises waiting down the line that might make them reconsider their decision just a few months in which saves everyone a lot of wasted time, money, and hard feelings. That kind of attention given to, not only your needs but those of your future associate, is so important for engaging the right people.

Enlisting recruiting agencies for healthcare executive staffing takes such a huge weight off of your shoulders. We do the leg work to filter out those whose credentials may look impressive at first glance but do not have the working knowledge or temperament to succeed in the position you’re hiring for. Of course, you are always in charge of who you bring on to your team, but wouldn’t it be nice to only interview candidates who have gone through a vigorous screening process before their resume lands on your desk.

Comprehensive Wealth Management


The long-term game is won with small daily victories. Are you tracking your cash flow personally and in your practice? What is your current net worth? Do you have a debt reduction plan in place? Is your total debt a reasonable percentage of your assets? It can get overwhelming fast, but that’s why we’re here.


Low-cost and long-term investing backed by extensive research. We don’t try to time the market or pick the next hot stock; rather, we believe in maintaining broad diversification across all markets using reputable, low-cost fund companies such as Dimensional Fund Advisors (DFA).


We work alongside the other professionals in your life to make sure we’re all on the same page. Do you have the appropriate levels of withholding and estimated tax? Do you have the right insurance –at a reasonable cost– in case of a catastrophe? Do your account beneficiaries and estate documents match your current wishes? Let’s double-check.


Education expenses are more costly and complex than ever. Do you know how much you should (and can safely afford to) save each month? Are you getting all of the educational tax breaks you deserve? If covering the cost of a loved one’s education is important to you, we’re in your corner and ready to help. 


Practice because you want to, not because you need to. That’s what financial independence is all about. What is your financial independence number? How confident are you that you won’t run out of money in retirement? With the help of our powerful software, we’ll run detailed projections that can give you peace of mind.


Support the people and organizations you love. Are there special people or causes you’d like to support financially? From charitable gifting during your lifetime to leaving an inheritance to the ones you care about most, we enjoy helping our clients find personalized ways to pay it forward. 

How We Deliver for You

Experience still matters.
Hiring guidelines that worked well ten years ago are irrelevant today and you need a healthcare recruitment agency that is creatively current in their methods. You need look no further than HPA.

We have been developing lasting relationships with prominent MBA programs and medical institutions for many decades, so we operate from a very large pool for our executive healthcare recruitment. We utilize those broad connections to hone in on the best candidates that fit a profile tailor-made for your specific organization and the position you’re seeking to fill. How do we do that? We’re glad you asked.

From our very first meeting, our goal is to learn everything we can about the position you’re hiring for and the professional culture you promote. That step may be the most consequential because once we know all there is to know about your organization, we have what we need to curate qualified candidates who fit in as though they’ve been there all along. HPA doesn’t draw from a bank of generic applicants like many recruiters do. We actually pull from our extensive healthcare recruiting resources to find leaders uniquely suited to your practice.

Believe it or not, many physicians and leaders aren’t naturally adept hiring managers and do better with some tried and true recruiting guidance for healthcare. We go above and beyond for our clients, even so far as to offer interview training so you have a solid structure to follow. That includes tailored interview questions, advice on how to ask those questions as well as conducting the pre-interviews ourselves as part of our initial screening process. We will be there every step of the way because HPA offers nothing short of a full-service approach to executive healthcare recruiting.

What to Expect


The First 3 Months: We’ll take the time to get to know you: where you are now and where you want to go.
This first phase lays the foundation for the entire relationship. We’ll be talking often and making a lot of intense progress.


The First Year: Once we can see the whole picture, we’ll build a plan that works for you.
This is where the rubber meets the road. During this phase, we’ll design a customized plan for your savings, investments, and debt.


Year Two, Onward: Once your initial plan is in place, we’ll find opportunities to improve and optimize.”
This is the fun part. You’ll feel the momentum as we start building towards financial independence and reaching your big dreams.

Our Step by Step Approach

From the moment you connect with us, we are immediately working to fill your open seat. The executive healthcare recruitment flow should go something like this:

  • We will immediately conduct an intake interview with you and your team to get a clear picture of the position you need to fill so we can draft a specific job description and fully outline the interview process. During this time, we’re also gaining a working knowledge of your clinic so we know where to start scoping out potential candidates.
  • From there, we will draft a proposal that you can review and sign.
  • Within two weeks from signing on with us, we will have specific candidates we are working with to find the right match.
  • While we’re connecting and conducting pre-interviews with these candidates, you will receive weekly updates on where we are in the process.
  • At that point, it’s important to create interview guidelines that will help you know the perfect candidate when you meet with them. We will give you the right interview questions and help you fine tune your interviewing techniques.
  • We will negotiate your offer package with our insight into the candidate’s circumstances at your request.
  • If you’re open to relocating a candidate for this position, we can facilitate those negotiations as well and offer consultation to help you decide if your practice’s location is geographically a good option for relocation.
  • Once you’ve made an offer and it has been accepted, we will follow up with your new healthcare executive within the first 90 days to make sure they’re happy with the transition and the match is indeed a good one.
  • From there, your practice will join our network of relationships and we will always be at your disposal for any of our other consulting services or future medical recruiting needed.
    Our recruiting for healthcare professionals process works because we offer a human touch. We care about your success and we know that leadership positions are among the most crucial to get right. Turnover isn’t just a concern at the executive level. According to a 2017 SMD study, senior leadership and management are among the top three reasons team members choose to leave their positions. That is why finding the right person to fill your executive seat is so essential because the wrong choice can cost you the trust and longevity of critical team members.

Author Bio – Jeff Griswold

Jeff is our Wealth Services Partner lead on all strategic matters — crafting his firm’s vision, establishing its exceptional standards, and managing key relationships. 
For over ten years Jeff has been a regular speaker for various business, medical and dental group events. His mission with his firm has been to build a firm that becomes a renowned destination of ideas, insights, and intelligence that enables business owners, doctors, and their families to make better decisions about their future. Jeff enjoys spending time with his wife and two children as well as spending time outdoors near his home in Bend, OR.
“I believe that our purpose as an organization is improving the individual and collective lives of every client, family and organization that we serve. Our fundamental premise is that we believe in the value of comprehensive professional wealth management. We see this value every day at work with our clients. Our purpose is to help clients determine what is important to them and bring congruity between their actions and their values. Our aspiration is to build a committed relationship with our clients and sustain this relationship over their lifetime.”


We are only paid for our advice and services. Unlike most firms, we don’t receive sales commissions and kick-backs from the investments we recommend. As a fee-only fiduciary, our only compensation comes from the fees our clients pay us in exchange for our advice and services. This frees us up to put your best interests first and make recommendations based on what makes the most sense for your personal situation. 

We are only paid for our advice and services. Unlike most firms, we don’t receive sales commissions and kick-backs from the investments we recommend. As a fee-only fiduciary, our only compensation comes from the fees our clients pay us in exchange for our advice and services. This frees us up to put your best interests first and make recommendations based on what makes the most sense for your personal situation. 

The fee for our Wealth Management services (investment management + comprehensive financial planning) is calculated as a percentage of the total assets that we manage. For non-HPA Members, the minimum annual financial planning fee is $12,500 and is billed at the beginning of each quarter in the amount of $3,125. HPA Members receive a 20% discount on our normal fee schedule and a reduced minimum fee of $10,000 per year ($2,500 quarterly).

Because of this minimum, our services tend to make the most sense for clients who have already accumulated $1,000,000 or more in investable assets.

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