About Physicians Financial Services, Inc.
Physicians Financial Services, INC. is an independent financial services firm dedicated to helping successful physicians and dentists achieve financial independence and personal significance. Based primarily in Omaha, NE, with offices also noted in Raleigh, NC, the firm specializes in creating efficient, controlled, and safe structures for converting earnings into spendable savings and managing the distribution of savings for spending and gifting. Founded in 1990, Physicians Financial Services serves clients nationwide, offering expertise in financial planning and retirement strategies tailored to the unique economic lifecycle of doctors. The firm is led by principal Jeffrey Taxman, MBA, and aims to empower medical professionals through comprehensive financial literacy and strategic planning. They are recognized for their approach based on the 50-year Doctors Economic Research Project, ensuring clients maximize their financial well-being.
Website: https://www.physicians-financialservices.com/
Founded: 1990
Office Locations
- Omaha, NE (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $431.8M
Team Members
- Jeffrey Taxman, Principal, MBA