Wealth Care LLC, based in Washington, DC, is a fee-only Registered Investment Advisor specializing in personalized financial planning and investment management for healthcare professionals, including physicians and dentists. Founded by Steven D. Podnos, MD, MBA, CFP, the firm operates under a fiduciary standard, ensuring that its compensation comes solely from clients without any commission or product sales, and emphasizes a client-centered approach to financial wellness.
The team at Wealth Care LLC includes financial planners with diverse backgrounds in medicine and law, enabling them to understand and address the unique financial needs of medical professionals from residency through retirement. With a commitment to comprehensive services, the firm offers virtual financial planning and investment management, reinforcing its dedication to accessibility and personalized care.
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