You Know Medicine. We Know Money.™
With the sole purpose of educating and inspiring physicians about money, Partners Joe Barwick and Donny Beattie, CFP® established White Coat Wealth Advisors, The Medical Division of Foster Klima & Company, Inc.
“At White Coat, we aim to protect, preserve, and build on everything our physician clients have worked so hard to achieve,” Joe Barwick, states. The end result? Donny Beattie adds, “…an unwavering feeling of financial confidence.”
Our First Priority? You.
Together, Joe and Donny have been working exclusively within the medical community for over a decade. What they have learned is that nobody has ever really taken the time to truly educate physicians about money. That is why physicians often say, ‘We don’t know who to turn to, or whom to trust.’
Joe and Donny share a unique understanding and keen knowledge in regards to the financial problems, concerns and frustrations that physicians face. This is precisely why they have created White Coat Wealth Advisors. “This is our passion; our purpose,” Joe said. “It is who we are and why we do what we do.”
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.