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Physician Advising
Physician Advising LLC is a fee-only, advice-only financial advisory firm for doctors. Joe Matelich is an advice-only solopreneur at the firm and provides...
Physician Advising
Physician Advising LLC is a fee-only, advice-only financial advisory firm for doctors. Joe Matelich is an advice-only solopreneur at the firm and provides physician-specific financial advice at a fair price. The firm is based in Newport, WA.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Newport
Principals
Joe Matelich
Joe Matelich
advice-only solopreneur
Sector focus
Frequently asked questions
Does Physician Advising LLC invest in healthcare, or does it diversify away from the founding sector?
Physician-founded family offices frequently allocate a portion of private investments to healthcare — medical devices, provider services, and digital health are natural fits — while diversifying the majority of assets into public equities, real estate, and multi-manager funds. The pattern reduces correlation risk: the founder’s human capital and illiquid practice value are already concentrated in healthcare, so financial capital should lean toward uncorrelated assets, particularly income-producing real estate and fixed income.
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