Financial
Advising for Physicians
Finance is a not a science. It is a practice of helping you do what you want with your money.
Ravi Davis, CFP® | Founder & CEO
Susan Copeland, CFP®
Andrew Van Treeck, CFP®
Expert Guidance, Built Around You
Our team help physicians bring together investments, planning, and strategy into one coordinated approach built around your career and your goals.
Ravi Davis is the Founder and CEO of Hippocratic Financial and a Certified Financial Planner™ professional. He works with physicians to navigate complex financial decisions through comprehensive, coordinated financial guidance, bringing together the different areas of their financial lives into a more cohesive strategy.
Susan leads financial planning at Hippocratic Financial, bringing more than a decade of experience helping clients turn complex financial pictures into clear, confident plans. As both a Certified Financial Planner™ and a Certified Divorce Financial Analyst®, she guides clients through major life transitions with steady, practical advice.
Andrew is a Certified Financial Planner™ professional on Hippocratic Financial’s advisory team, helping clients navigate complex financial challenges and create a path toward long-term success. He also leads the firm’s student loan planning practice, giving him added insight into how debt strategy fits into the bigger financial picture.
We believe
You are capable of under-standing your investments and it’s our burden to clarify them
You are capable of understanding your investments and it’s our burden to clarify them
Nobody can guess the future reliably and so we follow modern portfolio theory
Wealth can be measured in money but also in free time and health
Featured Advising Services
Financial planning
Create a comprehensive financial roadmap for your goals in all stages of life.
Investments
Build and grow your wealth with tailored investment strategies.
401(k)
Plan for a secure future with customized retirement savings options.
Benefits help
Maximize employee benefits and optimize your compensation package.
Retirement
Prepare for a comfortable retirement with expert guidance.
Student Loans
Get guidance on managing and refinancing student debt.
And, also in free time and health.
Wealth can be measured in money.

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