About Us

Who We Are

Aubry Group, LLC is a wealth management firm that specializes in working with Physicians nationwide.  We help clients simplify confusing and overwhelming financial issues by using customized and coordinated solutions that move physicians Beyond Financial Planning.

We understand that as a physician, you have chosen a very demanding career.  Your career and lifestyle do not always allow for the most efficient and effective management of your resources.  You are an expert in your field; however, you were never formally trained on how to manage your finances, your business or your investments.

We recognize that every client has different views and backgrounds when it comes to money and investing.  We believe that protecting one’s assets and securing one’s future are essential, and we use a unique approach of partnering with the client to address individual needs.  It is not until after we learn the client’s goals and hopes for the future, that we help assemble a team and develop a strategy to help the client get the most out of their current and future situations.

The Aubry Group is dedicated to showing physicians and health care professionals how to take control of their finances and achieve peace of mind by moving beyond financial planning(sm).  This unique approach provides solutions to our clients’ financial challenges.

Physicians choose to work with the Aubry Group as the “General Manager” of their planning team to coordinate the central management of their family’s financial, investment, tax, legal, insurance and business affairs into a comprehensive plan to achieve personal and family goals.

Through our unique approach, clients receive a customized plan that enables all aspects of their financial life to work together – efficiently.  This is done by partnering with clients to help them manage, protect and grow their resources.

You work to be the best at what you do.  Let the Aubry Group show you why we are the best at what we do.