Financial Fiduciaries Member of Esteemed Asclepius Group

AGAt Financial Fiduciaries, we are constantly working to provide the best possible information for our clients. One way we do this is by specializing in specific areas of interest and gaining as much insight as possible on that particular subject matter.

With that in mind, our membership in the Asclepius group allows us to understand the intricacies of financial planning and advising for medical professionals. The Asclepius Group is comprised of NAPFA advisors who have extensive experience advising individuals in the medical field. The group works together to gain a stronger understanding of the unique financial needs in this business sector. This collective body of knowledge allows members to take ideas back to their own practices so they can better serve their clients.

According to the Asclepius website, “the group includes a vast array of backgrounds that are helpful in bringing different perspectives to the financial issues facing medical professionals. While each member has extensive experience as a financial planner/advisor, the membership includes advisors with prior work experience as practicing accountants, lawyers, doctors and dentists prior to entering the financial advisory field. “

Asclepius GroupRecently, Financial Fiduciaries President Tom Batterman had the privilege of hearing from an esteemed panel of colleagues to learn more about their experiences with regard to financial planning among medical professionals. Panel members included:

• Joy M Hord, JD – Attorney with the Health Care Practices section of Parker, Poe, and Adams & Bernstein. Joy provided input on legal issues involved in practice acquisitions and physician employment contracts.
• Tom Loeblein, CHBC, CFP CEO of Health Care Management Associates and its affiliate, The Dental CFO. Tom provided input on issues in medical and dental practice management.
• Chuck Hoch, CFP Retired CEO, Charlotte Eye Ear Nose and Throat. Chuck provided real life experiences he had in the management of physician specialty practices

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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