WE SPECIALIZE IN WORKING WITH

ANESTHESIOLOGISTS & PAIN  MANAGEMENT PHYSICIANS,

TO HELP THEM:

 – Get Organized –

 – Build Wealth –

 – And Find Freedom –

 

For A Flat Fee.

(the way it should be)

 

As seen in:

WE SPECIALIZE IN WORKING WITH 
ANESTHESIOLOGISTS
& PAIN MANAGEMENT PHYSICIANS
 
TO HELP THEM 
 – GET ORGANIZED – 
 – BUILD WEALTH –
 – AND FIND FREEDOM – 
FOR ONE FLAT FEE
(the way it SHOULD be)

As seen in:

The Value Of Working With A Specialist

Deep Understanding.  Tailored Insights.

A Valuable Skillset

As an anesthesiologist or pain management specialist, you’ve dedicated almost a full decade and a hefty six-figure sum to developing clinical expertise.

Time Is Precious

Your schedule is demanding.  Between call shifts, the pain/anesthesia conference circuit, and other personal and professional obligations, free time is at a premium.

Your Opportunity (Cost)

Busyness may cause you to miss out on opportunities for enacting the optimal strategy, or worse yet, could cause you to make a costly mistake.

Do You Need Guidance For Your Unique Financial & Career Challenges?

A Specialist For Specialists

Dedicated To Your Success

Our practice is focused on serving anesthesiologists and pain management doctors just like you.  We will collaborate with you to:
 
 
  • Understand your contract so that there are no unpleasant surprises
  • Help you get organized and protect you from being overwhelmed
  • Identify your short- and long-term goals and priorities
  • Quickly address any outstanding risks or holes that may exist
  • Develop and implement systems for your savings and investment goals
  • Keep you on track with ongoing monitoring, accountability, and strategy
From The Founder:

Our Firm’s Mission

You’ve worked hard to develop the skills, knowledge, and mental stamina required to become a competent clinician. You’ve invested years in studying, training, Q-3 call shift rotations, and developing habits of consistently pushing the boundaries of your own comfort zone.

I’ve watched my wife walk down this path, so I understand firsthand the commitment demanded by these specialties.

My mission as a financial planner is to work closely and collaboratively with my anesthesia/pain clients, helping them to adapt and thrive no matter what life throws their way.

Meet Justin

^^ I’m the CFP,

she’s the MD

Justin Harvey, CFP®, ChFC®, RICP®

President and Founder

My wife Sarah and I live in Philadelphia, PA, where she is a resident in the anesthesiology department at University of Pennsylvania.  We have walked the path of establishing a financial foundation as a couple (it’s an ongoing process!), and this experience has shown me how valuable good planning can be for physicians.  I’m dedicating my practice to serving individuals and families just like us.

I spent my first few years in the industry witnessing firsthand how the power of specialization can be leveraged into significant earnings potential in my work with corporate executives and entrepreneurs.  The experience I gained there allowed me to see this principle in action: the methods used to earn a significant income, and the methods used to keep and grow that income and transform it over time into meaningful wealth, are two distinct strategies.  Specialization can turbocharge expected earnings, but income stream and asset base diversification is a more effective way to retain and grow those earnings. At APM Wealth, I take these principles and turn them into strategies that I enact on behalf of my anesthesiologist and pain management physician clients to help them achieve their financial goals.

I’ve spent many hours learning, writing, and reading about the practice of anesthesia and pain in its various subspecialties, settings, compensation models and business formats, and I work hard to understand the implications of these practices in the lives of my clients so that I can provide unparalleled financial planning advice that is savvy to the unique dynamics of the vocation which my clients pursue.

When I’m not helping my clients, you might find me enjoying some of Philly’s finest pizza with Sarah (I recommend Santucci’s), going for a walk with our son Calvin, playing the guitar, or taking some out-of-town friends/family on a tour to see the Liberty Bell and pose on top of the “Rocky Steps”.  Although I’m from Pittsburgh originally, over the last eleven-plus years I’ve grown to love the city of Philadelphia, and all of its character(s). A graduate from Villanova’s school of business, I have continued my commitment to ongoing education and development in my field.  My credentials include the following:

  • CFP
  • ChFC
  • RICP
  • B.S. Finance and Business Honors, Villanova University
  • Cum Laude Graduate / Presidential Scholar, Villanova University (2010)
  • Adjunct Professor of Finance, Villanova University (2018-2019)

Contact Justin

Drop me a line via the below form, or schedule a call for a time that is convenient for you.

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If you prefer to set up an introductory call, click here.

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