You Know Medicine. We Know Money.
With the sole purpose of educating and inspiring physicians about money, Partners Joe Barwick and Donny Beattie, CFP® launched White Coat Wealth Advisors, the medical division of Foster Klima & Company, Inc.
“At White Coat, we aim to protect, preserve, and build on everything our physician clients have worked so hard to achieve,” Joe Barwick, states. The end result? Donny Beattie adds, “…an unwavering feeling of financial confidence.”
Together, Joe and Donny have been working exclusively within the medical community for over a decade. What they have learned is that nobody has ever really taken the time to truly educate physicians about money. That is why physicians often say, ‘We don’t know who to turn to, or whom to trust.’
Joe and Donny share a unique understanding and keen knowledge in regards to the financial problems, concerns and frustrations that physicians face. This is precisely why they have created White Coat Wealth Advisors. “This is our passion; our purpose,” Joe said. “It is who we are and why we do what we do.”
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Company Details
- Founded
- -
- Address
- 920 Second Avenue South, Suite 1100, Minneapolis,mn 55402,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- whitecoatwealthadvisors.com
- Keywords
- Minneapolis.
- HQ
- Minneapolis, MN
White Coat Wealth Advisors- Medical Division Of Foster Klima Questions
White Coat Wealth Advisors- Medical Division Of Foster Klima's website is whitecoatwealthadvisors.com
White Coat Wealth Advisors- Medical Division Of Foster Klima's LinkedIn profile is https://www.linkedin.com/company/white-coat-wealth-advisors
White Coat Wealth Advisors- Medical Division Of Foster Klima's industry is
Financial Services
White Coat Wealth Advisors- Medical Division Of Foster Klima's top competitors are
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White Coat Wealth Advisors- Medical Division Of Foster Klima's categories are Financial Services
White Coat Wealth Advisors- Medical Division Of Foster Klima's founding year is 2013
