WealthMD was founded by Seth Cohn and Scott Varon. Originally college friends, they reconnected in 2002 as seasoned financial services professionals and quickly discovered they had similar financial philosophies. Years before they went into practice together, Seth had seen firsthand that doctors received little education on personal finances and efficient practice management. As Seth and Scott joined forces, they continued to enhance the popular Business of Medicine lecture series. Seth and Scott put their heads together and decided they could expand the lecture series to additional teaching hospitals in Atlanta and beyond. The partnership grew from there, and together they co-founded the firm now known as WealthMD. Today, WealthMD’s team focuses on the financial planning needs of healthcare professionals – from residents to established physicians to CRNAs, in almost every single specialty.
View Top Employees from WealthMDWebsite | http://www.wealthmd.com |
Revenue | $2 million |
Employees | 13 (13 on RocketReach) |
Founded | 2010 |
Address | 3550 Lenox Rd NE Suite 1100A, Atlanta, Georgia 30303, US |
Phone | (404) 926-1335 |
Fax | (404) 585-4330 |
Technologies |
JavaScript,
HTML,
PHP
+11 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Competitors | Commencement Financial Planning LLC, Empire Financial Partners of New York, Krietzberg Wealth Management, Smith Financial Solutions, Westex Investment Services |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular WealthMD employee's phone or email?
The WealthMD annual revenue was $2 million in 2024.
Seth Cohn is the Founding Partner of WealthMD.
13 people are employed at WealthMD.
WealthMD is based in Atlanta, Georgia.
The NAICS codes for WealthMD are [523, 5239, 52393, 52].
The SIC codes for WealthMD are [62, 628].