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    Mr. William Ben Utley, IV, CFP®


    Physician Family Financial Advisors Inc

    1053 High St
    Eugene, OR 97401-3205
    View on Map (541) 463-0899

    9450 SW Gemini Dr # 52736
    Beaverton, OR 97008-7105
    View on Map (541) 463-0899

    Physician moms and doctor dads should spend their time treating patients and raising children. Physician Family Financial Advisors helps them save time and taxes while they get on track to become financially secure. As a fee-only firm, we zero out conflicts of interest by charging a level monthly subscription fee that includes financial planning and investment advice to help doctors pay off student loans, buy a home, save for college and have all the money they need in retirement, even if "something bad" happens along the way. Our job is to help you become financially secure. We are prepared to serve physician families in all 50 states. Visit for more details.

    Year CFP® Certification Received: 1998

    Compensation Method: Fee Only
    Minimum Investable Assets: $0
    Languages: English
    Specialties: Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Retirement Planning, Young Professionals

    Typical Client Profile

    Average Net Worth: Not Applicable
    Average Income: $250,001 - $500,000
    Average Age: 45-54, 35-44
    Profession: Medical/Dental Professionals

    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Regulatory Information: Learn More - FINRA's BrokerCheck & SEC's Investment Adviser Public Disclosure

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