Updated:
Hippocratic Financial Advisors
Hippocratic Financial provides comprehensive fiduciary financial care to physicians and healthcare professionals. The firm offers physician-specialized...
Hippocratic Financial Advisors
Hippocratic Financial provides comprehensive fiduciary financial care to physicians and healthcare professionals. The firm offers physician-specialized services including financial advising, investments, tax and accounting, insurance, legal services, and student loan assistance. Headquartered in Westlake Hills, California, the company is fully distributed and provides virtual consultations to physicians and their families throughout the United States.
General information
Firm type
Asset Manager
Year founded
2013
Location
Country
United States
City
Westlake Hills
Principals
Ravi Davis
CFP | Founder and CEO
Riel Manriquez
Chief Operating Officer
Aleyna Stroud
Director of Client Experience
Ryan Payne
President of Hippocratic Law | JD/MBA
Sector focus
Frequently asked questions
What is the core investment philosophy at Hippocratic Financial Advisors?
The firm builds portfolios that account for physicians' high effective tax rates, delayed income onset, and elevated litigation risk. This leads to heavy use of municipal bonds, tax-loss harvesting via direct indexing, and alternative assets held inside private placement life insurance wrappers. The goal is maximizing after-tax, after-liability real return over a career-long accumulation horizon, rather than simple market outperformance.
How does Hippocratic Financial Advisors source clients?
Client acquisition relies on peer referrals and continuing medical education (CME) seminars given at hospitals, residency programs, and specialty society conferences. The firm does not pursue mass-market direct-to-consumer advertising. Its reputation spreads through medical-dental society presentations and partnerships with malpractice insurers who recommend financial-planning reviews to new policyholders.
What regulatory standard governs Hippocratic's advisory relationship?
As an SEC-registered investment advisor, the firm operates under a fiduciary standard, requiring it to place client interests ahead of its own. The firm's Form ADV and marketing communications also navigate FINRA and SEC rules regarding the use of professional designations and medical-specialist framing — an area of heightened regulatory scrutiny in advisor advertising.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: