Bryan Jepson, MD, CFP®

Bryan Jepson, MD, CFP® is a physician-turned–financial planner who brings a rare combination of clinical perspective, analytical training, and personal experience to his work with high-income professionals and families. After nearly three decades practicing emergency medicine, he transitioned full-time into financial planning to help physicians and other high-impact professionals gain clarity, confidence, and control over their financial lives.

He is a lead advisor at Targeted Wealth Solutions, an RIA committed to clear, educational, and client-centered financial planning. Bryan holds an MS in Finance along with the CFP® certification and ChSNC® designation, reflecting his dual focus on both traditional financial planning and the unique complexities of special-needs families. He is the author of The Physician’s Path to True Wealth, creator of the Financial Grand Rounds blog, and co-host of the upcoming podcast, The Second Shift, that explores the opportunities and challenges in the transition away from a high-impact career.

As a CFP Board Ambassador, Bryan aims to expand public understanding of the value of comprehensive financial planning in providing practical guidance to individuals navigating pivotal financial decisions. He is especially passionate about empowering physicians, high-impact professionals, and families with special-needs dependents to build healthier relationships with money and create lives defined by purpose, balance, and true wealth.