About

About Aubry & Eustice

We understand that as a physician or health care professional, 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.

Aubry & Eustice 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 and health care professionals choose to work with Aubry & Eustice 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 Aubry & Eustice show you why we are the best at what we do.

Who We Are

Aubry & Eustice, LLC is a planning and advisory firm that specializes in working with Medical and Health Care Professionals nationwide.  We help clients simplify confusing and overwhelming financial issues by using customized and coordinated solutions that, ultimately, move clients Beyond Financial Planning^(sm).

Investments, taxes, insurance, asset protection, retirement planning, college savings . . . the list of financial concerns and considerations facing you today is seemingly endless.  And there are no easy answers.  That’s why selecting an advisor to help you move beyond financial planning^(sm) is one of the most important decisions you will ever make.

We understand that you want a work life balance.  We understand that you enjoy what you do and you don’t do it for the money.    You do it because you want to help others; see their health or condition improve. The freedom the money gives you is great, but at times, it can be overwhelming. The responsibility that comes with financial planning is overwhelming.  While you are taking care of the health of your patients, who is taking care of your financial well-being?

That is where we come in.  We know and understand the financial transitions that you are facing: your practice, your retirement, college for your kids, medical school loans, to name just a few.  Maybe you are at a point where you are able to start enjoying the fruits of your labors, but don’t have the financial peace of mind to take a deep breath and enjoy your time off.  You deal with the demands and challenges of taking care of your patient’s health, let us carry the burden of helping you with your financial health.

Our Mission is Simple:
1.    We advise you on all aspects that have financial implications
2.    We help shelter you and your family from inconsistent and incongruent advice
3.    We plan for the most efficient and effective use of your family’s resources

Our goal is your goal: your success. Beyond Financial Planning(sm) lies a holistic approach that incorporates the central management of your family’s financial, investment, tax, legal, insurance and business affairs. A comprehensive, personalized plan that is achieved by partnering with you to help you manage, protect and grow your resources.