Physicians

At Kinloch Capital, we help you manage your finances so you have more time to care for your patients.

We know how to help you reach your financial goals quickly, maximize your profits, and plan for the future you’ve been dreaming of.

If you work in the healthcare industry, financial planning requires a specialized skill set. Physicians are subject to low salaries for their first several years of education and training. They often need to take out student loans. This cuts crucial time and resources for retirement savings. After these first years are behind them, their salary rises substantially, along with their taxes.

Physician in scrubs smiling with another physician in the background

Services We Offer

Financial Planning

We create an in-depth financial plan that keeps your goals top-of-mind at all times.

Investment Management

We keep you in direct contact with your expert investor, allowing you to build a personal relationship with them.

What Our Physician Clients Have to Say

Dr. Ken B. & His Spouse Laura

“We are very grateful for our long-term relationship with Kinloch Capital. Peter Walls and Jennifer Berdell are committed to a rational investment approach that has helped us achieve our financial
goals. The overall service they provide is excellent. Communication is one of their strong suits, and it is always prompt, courteous, and thorough. Thank you for ten years of peace of mind.”

Client was not compensated for this testimonial.

Drs. Chad & Liz A.

“For nearly a decade, Peter and Jennifer have consistently provided a high level of comprehensive financial planning and investment management. We feel reassured and secure that they are walking beside us in our financial journey.”

Client was not compensated for this testimonial.

Peter Walls, CFP®, CMT®

Founding Partner

Chief Investment Officer

(804) 956-4550

[email protected]

Are you a physician who wants to get their finances in check? Are you trying to plan for your financial future and don’t know where to start?

Contact Us