Physicians Resource Group is a comprehensive financial services firm providing financial planning and wealth management solutions to physicians across the country. With over twenty-five years of experience working with physicians, we recognize the rigors of practicing medicine and understand the financial goals that many doctors share.
At Physicians Resource Group, we offer objective financial advice tailored to the individual situation. Whether developing a comprehensive financial plan or creating and managing a diversified portfolio, our extensive experience provides clients with trusted services that will allow for peace of mind knowing that their financial health is being handled with the utmost care.
At Physicians Resource Group our mission is to enhance the wealth of our clients through our comprehensive financial planning process and wealth management solutions, where the client experience is the main point of emphasis. When we engage a client, our approach is to address all areas of financial need so that an individual achieves a thorough understanding of their financial position, develops a clear vision of the necessary path moving forward, and has the peace of mind that their financial well-being is in trusted hands of our experienced team of advisers.
Physicians Resource Group is comprised of a certified team of advisers in the areas of financial planning, tax planning, insurance planning, investment planning and management, and retirement planning. As a team we are able to offer our clients a holistic financial planning experience that helps our physicians achieve their short- and long-term financial goals.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through Charles Schwab & Co, Inc. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
Charles Schwab & Co, Inc. is one of the firms that we use to custody our client assets. Charles Schwab & Co, Inc., Montz Harcus Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab & Co, Inc. does not endorse or recommend any advisor and the use of the Charles Schwab & Co, Inc. logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co, Inc., member FINRA/SIPC.
MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.
Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. No information contained in this website has been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.