We recognize that physicians have special wealth management challenges:

  • Typically get started saving later in life
  • Often start their career with substantial amounts of debt
  • Have high liability exposure
  • Regularly are the targets of unscrupulous sales people
  • Income that is subject to large tax bills
  • Have limited time to devote to dealing with financial issues

We work with physicians from the Mayo Clinic, University of Minnesota, Allina and CentraCare as well group practices large and small. All this experience means Robert Steffen & Associates has the proven expertise and understanding to assist physicians with all of their financial needs.

We enjoy being able to work with physicians at all stages of their career. Even physicians just starting out are welcome as our services and fees can be tailored to your financial circumstances.