Virgil Wealth welcomes all who need help with financial planning, investing, estate planning, or general retirement questions. We do offer specialized advice to the following groups:

Financial Planning for Young Professionals

Starting your career or building your family comes with important financial decisions. We help young professionals create budgets, manage student loans, start investing, and plan for long-term goals like homeownership and retirement with clear, fee-only guidance.

Wealth Planning for Physicians

Medical professionals face unique financial challenges. We assist clients on nuanced topics specific to physicians, including insurance (liability, disability, umbrella, medical malpractice, life), practice sale-leaseback transactions, medical school debt reduction, etc.

Nearing Retirement

We guide clients as they approach retirement age and assist with complex topics such as Medicare, estate planning (revocable/irrevocable trusts, healthcare power of attorney, pour over wills), fixed income spending, tax-efficient withdrawals and more.

Ready to Plan with a Fiduciary Advisor?

Whether you’re climbing the career ladder, growing your medical practice, or preparing for retirement, Virgil Wealth is here to help you take the next step with confidence. Schedule your free 15-minute consultation today.

Book a Free 15-min Consultation

Virgil Wealth Advisory, LLC (“Virgil Wealth”) is a registered investment advisor offering advisory services in the States of New York and Ohio and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Virgil Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Virgil Wealth, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.