Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

medical professionals

A geometric design with vibrant intersecting colors forms the background. The text in the center reads "The Owner's Corner." The bottom left displays the SYM Financial Advisors logo. The bottom right has "EP10" and "Melissa Bradberry" written, discussing exit strategies for business owners.

Tax, Business, and Exit Strategies for Medical Practice Owners with Melissa Bradberry

Melissa J. Bradberry, CPA, is a Director at Baden Gage & Schroeder LLC, one of the largest certified public accounting and business consulting firms in Indiana. With over 18 years of professional tax experience, Melissa has extensive industry knowledge with clients involved in medical industries, manufacturing and service industries, and financial institutions. Melissa joined the firm in 2018 as a tax manager, a role where she was responsible for individual and business clients. She received

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A person in a business suit looks through a telescope while standing on a rising arrow, symbolizing growth. Dental tools are aligned on the right side, representing financial planning for dentists. The logo for "SYM Financial Advisors" is in the bottom left corner on a teal background.

Common Financial Mistakes Dentists Make

Dentistry can be a rewarding career, yet dentists often face tough challenges when it comes to their financial planning. Because so many dentists are also business owners, their situation is often complicated. Not only do they have to provide for their family, but they must also look after the livelihood of their staff and the financial success of their practice at the same time. An experienced financial advisor who takes a holistic approach is essential

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A smiling man with short curly hair is wearing a suit jacket and collared shirt. Text on the image reads: "The Owner's Corner, EP3, Al Grossnickle." The background features a modern office setting with large windows and blue-tinted geometric shapes.

Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast)

Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor of Business at Grace College, where he was also the Director of the William P. Gordon Institute. At the University of Saint Francis, Al served as the Assistant Professor of Entrepreneurship and Director of the Entrepreneurial Leadership Program. He had also served as the President,

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Image of a smiling man wearing a dark suit jacket with a collared shirt underneath. The text overlay reads, "The Owner's Corner EP2 Dr. Matt Eckert." The background is blurred with blue and green diagonal lines intersecting the image.

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional organizations, including the American Dental Association, the Isaac Knapp District Dental Society, and Andrews

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Planning for Your Earning Cycle: Medical Professionals

Wealth management for medical professionals requires a different planning approach. Medical professionals typically earn less income in early earning cycles compared to the traditional American worker. When their earnings balloon, they often do so quickly and then stabilize at a high base. Fortunately, you can compensate for the dramatic drop in a healthcare professional’s salary. All it takes is wise planning during the earning years. A Smart Approach to Wealth Management for Medical Professionals We

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An older woman with short gray hair, dressed in a light blue blouse, is sitting at a table with a laptop in front of her, engaging in a conversation with a younger man who is seated facing her. The setting appears to be the casual office of an advisory firm.

Choosing an Advisory Firm – Wealth Management for Medical Professionals

The financial planning requirements of healthcare professionals are in some ways similar to and in others, vastly different from the planning needs of professionals working in a corporate environment. “How can I avoid making investment mistakes that cost money or trigger tax penalties? At what point should I pay off my remaining education loans? How do I maximize my pre-tax savings?  Should I buy in to a practice, and if so, when?” Here are six

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