About Physicians Financial Services, Inc.
<p>Built around the 50-year Doctors Economic Research Project, Physicians Financial Services, Inc. works with physicians and dentists on long-term retirement and financial planning decisions.</p> <p>Founded in 1990, the firm is headquartered in Omaha in the greater Midwest region, with an additional office in Raleigh serving the Research Triangle area. Physicians Financial Services works with clients nationwide and focuses on turning practice income into spendable savings, then planning how those savings are used for retirement spending and gifting.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, the firm provides 3(21) fiduciary services for employer retirement plans. In 2026, it reports $0.4B in assets under management. The firm is led by principal Jeffrey Taxman, MBA, and emphasizes financial education designed for the economic lifecycle of medical professionals.</p> <ul> <li>3(21) fiduciary plan support</li> <li>Retirement planning and distribution strategy</li> <li>Cash-flow-to-savings structuring for medical practices</li> <li>Planning for gifting and long-term spending needs</li> </ul>
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