# Physician Advising

Physician Advising is a RIA based in Newport, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://physicianadvising.com

## Regulatory record

- **CRD number:** 288809
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288809

## About

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.

## Sectors

- physicians/doctors
- physicians

## People

- Joe Matelich
- Joe Matelich — advice-only solopreneur

## 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.

## Related profiles

- [Phronimos Capital](https://altss.com/profile/phronimos-capital-llc)
- [Physis Capital](https://altss.com/profile/physis-capital)

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Last updated: 2026-08-11T15:07:49.000Z

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