Florida Medical Association Preferred Vendor

Financial guidance
built for Florida
physicians.

Our team provides comprehensive financial planning, investment management and practical education to Florida physicians.

Request a Complimentary Consultation

◔Investment Management
◇Tax-Aware Planning
⌁Retirement Strategy

THE PHYSICIAN DIFFERENCE

Your future shouldn’t rely on a one-size-fits-all approach

Years of training can delay wealth building. Then, higher income arrives alongside heavier taxes, complex compensation, student debt and competing priorities.

Altfest brings those moving pieces together in one coordinated strategy, so your investments and financial plan work toward the life you want beyond medicine.

COMPREHENSIVE ADVICE

Built around the realities of a medical career.

01

Investment Management

A disciplined portfolio aligned with your goals, time horizon, tax picture and appetite for risk.

02

Tax & Cash-Flow Planning

Strategies designed to help high earners keep more of what they make and put excess cash to work.

03

Retirement & Benefits

Coordinate employer plans, practice benefits and personal savings into a sustainable retirement plan.

04

Estate & Asset Protection

Thoughtful coordination for your family, legacy and the risks that come with a successful medical career.

SUPPORT FOR FMA MEMBERS

Clear guidance.
No financial jargon.

Florida Medical Association Preferred Vendor

Through this relationship, Altfest helps physicians make informed decisions with timely financial education, practical resources and conversations grounded in the realities of medicine.

  • Educational webinars and presentations
  • Insights on investing, taxes and retirement
  • One-on-one guidance for your specific questions

RELATED READING

5 Financial Planning Mistakes that Florida Residents MakeCreating an Effective Estate Plan Without the “Silver Spoon”

YOUR MIAMI TEAM

National depth.
A local relationship.

Our Miami advisors pair the resources of an established, independent wealth management firm with responsive, personal guidance for Florida physicians and their families.

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COMPLIMENTARY CONSULTATION

Bring us your financial questions.

Tell us a little about yourself. A member of our Miami team will follow up to arrange a private, no-obligation conversation.

Fee-only financial advisors • Fiduciary advice

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Altfest Personal Wealth Management

Financial planning and investment management for Florida physicians.

305-714-3012

1395 Brickell Avenue, Suite 640 | Miami, FL 33131445 Park Avenue, 6th Floor | New York, NY 10022

Florida Medical Association names and marks are the property of their respective owner. This relationship does not guarantee investment results. Investing involves risk.

L.J. Altfest & Co., Inc. (“Altfest”) is a registered investment adviser offering advisory services in the States of NY, NJ, CT, AZ, CA, FL, IL, LA, MD, MA, NH, TX, VT, VA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Altfest in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Altfest, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.