Expertise, Convenience, Relationship.

We’re not only a comprehensive financial planning firm. We specialize in the financial planning needs of medical professionals. For over 50 years we’ve built a reputation for excellence while serving clients from coast-to-coast.
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Our History Timeline

  • Getting Started
    In 1957, former Air Force Pilot and company founder Herb Spaugh begins helping physicians with insurance and risk management.
  • Adding Expertise
    John Dameron and Shane Tenny join forces to offer comprehensive financial planning, with a renewed focus on medical and dental professionals.
  • Continued Growth
    The team grows with exceptional support personnel and additional financial planners to serve clients along the East Coast.
  • National Reach, Global Impact
    Today we serve clients from coast to coast and support the impoverished globally through our partnerships.

Unique Medical Industry Services

We specialize in the unique financial planning needs of medical professionals and have over 50 years of experience in helping clients dreams become a reality through holistic financial planning

Meet Our Team

Our team of financial planners and financial support staff is prepared to help you every step of the way.


Let’s Talk

There’s no time like the present to start planning your financial future. Learn how we can help. Send us your questions and comments and we’ll respond promptly.

Call Us: (704) 557-9750

Helping You Understand Estate Planning

Our lecture series will help you understand the nuances of estate planning, from wills to trusts to relevant documents you’ll need.