PHYSICIANS FINANCIAL ADVISORS

Our Mission is to partner with our clients to establish and achieve financial goals through objective planning and management of investment assets... Each of our clients has specific circumstances, interests and needs. For this reason, we believe in providing Family Office Service to every client on a personal level. We search for clients whom we can best serve with our particular area of expertise. We feel that it is important to keep the number of clients to a minimum so that we have more time available to truly work with our clients. We pride ourselves on continually striving to take the necessary time needed to attend to every detail of our clients financial security!... With dramatic, and frequent legislative and economic changes, we have reinforced the notion that specialization is the order of the day - both in medicine and in finance. Through many years of training, physicians specialize in the medical needs of their patients. So also, since 1962 James D. Yurman has served..

Primary location: Mentor United States