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WE SPECIALIZE IN WORKING WITH

ANESTHESIOLOGISTS, TO HELP THEM:

 – Get Organized –

 – Build Wealth –

 – And Find Freedom –

 

For One

Transparent Fee.

(the way it should be)

 

As seen in:

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

As seen in:

Your Career In Anesthesia:

Unique Challenges.  Unique Opportunities.

A Specialist's Skillset

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

Your 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.

Where can busy anesthesiologists find answers and guidance for the financial challenges they face?

A Specialist For Specialists

Dedicated To Your Success

Our practice is focused on serving anesthesiologists just like you.  We will collaborate with you to:
  • 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

As an anesthesiologist, 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 this specialty.  

My mission as a financial planner is to work closely and collaboratively with my anesthesiologist clients, helping them to thrive as they navigate the unique opportunities and challenges that they will inevitably face.

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, and she is a CA-1 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 anesthesia residents and attending 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 power in my work with corporate executives and entrepreneurs.  The experience I gained there allowed me to see this powerful 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 Quantifi, I take these principles and turn them into strategies that I enact on behalf of my clients to help them achieve their financial goals.

These days, I spend much of my time learning, writing, and reading about the practice of anesthesia 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 run, 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
  • Adjunct Professor of Finance, Villanova University

Contact Justin

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

  • This field is for validation purposes and should be left unchanged.

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

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