Investment Guidance for
Busy Medical Professionals
From Residency Through Retirement
With over twenty years as a practicing physician and more than a decade in finance, Wes McBride brings a rare dual perspective. He helps fellow professionals tackle the real challenges of saving for retirement, paying off debt, and funding their children’s education—all while keeping their best interests at the center of every plan.
Wesley McBride, MD, CFP®
In addition to his patient responsibilities as an internist, Dr. McBride has been
on the Board of Directors of our nation’s largest medical group since 2015.
He has gained valuable investment experience as a member of the medical group’s
Retirement Committee. He regularly gives updates and education about the medical
group’s retirement plan to his physician colleagues.
In 2022 Dr. McBride started studying to become a CERTIFIED FINANCIAL PLANNER™, passing the CFP exam in March 2025. He strongly believes in the fiduciary standard, putting the client’s interest first.
Wes has an undergraduate degree from UC Davis and earned his Medical Doctorate from Albany Medical College. He works with our firm on business management, investment analysis and client relations.
Wes McBride, MD
Author PageRecent Publications
Looking for a financial advisory team that understands the realities of your profession?
As an MD and CFP® working alongside a team with decades of advisory experience, we help high-income professionals build and manage long-term wealth through evidence-based investing, tax-efficient strategies, and financial planning designed for demanding careers.
We work with clients who value clear communication, accessibility, and long-term partnership—not one-size-fits-all advice.
If that sounds like what you’re looking for, we’d be glad to connect.
