# Physician Family Financial Advisors

Physician Family Financial Advisors is a Multi Family Office based in Beaverton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Beaverton, United States
- **Region:** North America
- **Address:** Beaverton, United States
- **Founded:** 2020
- **Assets under management:** 229 (Altss estimate)
- **Website:** physicianfamily.com
- **LinkedIn:** https://www.linkedin.com/company/physician-family-financial-advisors-inc

## Regulatory record

- **CRD number:** 138433
- **SEC file number:** 801-117856
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138433

## About

Physician Family Financial Advisors was founded by W. Ben Utley. Nate Reineke now directs the firm as primary advisor and successor. Chelsea Jones serves as business partner and advisor. The firm allocates across hedge funds, private equity, real estate, commodities and alternative venture models. It operates exclusively in North America. Jim Dahle of White Coat Investor maintains a business partnership with the office. The team consists of Certified Financial Planner professionals. Christine Roberts, an estate planning attorney, collaborates on client matters. No additional offices or dated operational events from the last 24 months appear in available records. The firm functions as a multi-family office with a narrow client focus on physicians rather than a broad high-net-worth mandate.

## Sectors

- Healthcare Services

## People

- W. Ben Utley — Founder
- Nate Reineke — Primary Advisor / Successor
- Chelsea Jones — Business Partner / Advisor

## Questions

### Who runs investment decisions at Physician Family Financial Advisors?

Nate Reineke serves as primary advisor and successor to founder W. Ben Utley. Chelsea Jones acts as business partner and advisor. Both hold Certified Financial Planner credentials.

### How is Physician Family Financial Advisors related to White Coat Investor?

The firm operates as a recommended advisor and platinum sponsor for the White Coat Investor community through a business partnership with Jim Dahle.

### Does Physician Family Financial Advisors participate in fund commitments or only direct deals?

Available records list allocations to hedge funds, private equity, real estate, commodities and alternative venture models without specifying commitment sizes or structures.

### What investment stages does Physician Family Financial Advisors typically target?

No stage-specific information is available in the records.

## Related profiles

- [HJ Capital](https://altss.com/profile/hj-capital)
- [Jelawang Capital](https://altss.com/profile/jelawang-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/physician-family-financial-advisors

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