Planning resources for independent contractors

The companies featured here offer various expertise which could be helpful for locum tenens physicians and advanced practitioners. These advisors offer services ranging from tax strategy and malpractice insurance advice to real estate and retirement planning.*

Financial, insurance and planning resources for independent contractors

SWM AdvisorsSpectrum Wealth Management

SWM Advisors offers wealth and investment management to locum tenens physicians and advanced practitioners.

SWM Advisors is an SEC registered investment advisory firm that applies a low-cost, diversified and risk-appropriate approach to its investment management. To align with your unique goals and tolerance for risk, they offer a full range of investment portfolios from conservative to aggressive.

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WealthMD is a financial services practice dedicated exclusively to addressing the financial needs of medical professionals. Are you an MD, PA or CRNA? Their clients range from healthcare professionals completing residency to those exiting their practice. Physicians spend thousands of hours training to practice medicine, but when it comes to the business of medicine, they are generally less prepared. 

View "Why WealthMD" and "What We Do"

Panacea Financial 

Panacea Financial, banking built for doctors, by doctors. We make banking easy for physicians with digital banking nationwide, free checking with no ATM fees, loans with doctor-specific criteria, and 24/7 concierge service with your own personal banker.

Learn about their exclusive offerings for clinicians.

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Doctors OnlyDoctors Only

Doctors Only is an exclusive network for doctors nationwide. The life of a doctor is one of great reward, but also stress and responsibility. From long hours and overwhelming debt to potential malpractice matters, the weight on a doctor's shoulders is one that should not be carried alone. Doctors Only understands what it takes to help doctors make smart choices throughout their careers. Their guidance drives better decisions so their clients can focus on what drives them.

Medical Malpractice CenterMedical Malpractice Center

Medical malpractice is professional negligence by a healthcare provider in which the treatment provided falls below the standard of practice in the healthcare community. According to the World Health Organization (WHO), healthcare errors affect one out of every 10 patients worldwide and over 225,000 people die each year from medical negligence. MMC's goal is to help these individuals and family members by providing information on different types of medical malpractice, plus state-by-state malpractice laws and limitations in hopes of reducing injuries.


Locum tenens physicians and advanced practitioners travel all over the country on assignments. Travel doesn’t start when you hit the road, and it doesn’t end when you arrive home. The writers behind SmarterTravel deliver expert travel tips, inspiring destination stories, and timely travel news for everything before, during, and after your trip. This website provides advice for flying, packing, staying in hotels and much more.

Orion Capital ManagementOrion Capital Management

Orion Capital Management specializes in crafting customized retirement plan solutions to maximize a physician's tax savings potential while rapidly and tax-efficiently building his or her retirement wealth. They offer advice about defined benefits strategies and offer tax saving analysis tools to help you understand your potential savings.

Radden Educational Institute 

The Radden Education Institute is dedicated to financial security planning education primarily for physicians and for business owners. Its mission is to provide the best possible education regarding financial security and protection for every client, every day. The Radden Education focuses on habits instead of income. While most physicians are able to earn adequate assets, without proper planning and management, the money that passes through their hands will slip through their fingers. Financial security planning stops that from happening.

* does not endorse any third-party websites, but wants to provide financial advice for our locum tenens physicians and advanced practitioners. To learn more, read our Disclaimers of Endorsement and Liability. Best of Staffing Client Logo Best of Staffing Talent Logo Fortune Best Workplace Logo NALTO Logo Beyond Profit Logo Beyond Profit Logo