Physician Wealth Advisors, Inc.

Patrick Brady is a CFP® with 17 years of experience at Physician Wealth Advisors, Inc., where he has worked since 2000. The firm operates as a team of seven advisors based in Salt Lake City, UT, and was formerly known as Uma Financial Services. Physician Wealth Advisors primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, employing a diversified, tax-aware investment approach combined with ongoing portfolio monitoring.

Garrett Merrill is a Series 65-licensed advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT, with experience at the firm since 2021. His prior roles include positions at Sky Satellite and Trax Power Sports, as well as service with The Church of Jesus Christ of Latter-day Saints. Physician Wealth Advisors serves members of the Utah Medical Association and related entities, focusing on physician practices and associated plans. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, emphasizing strategic asset allocation, diversification, and tax-aware portfolio management.

Trent Searle is a CFP® with 20 years of industry experience, currently serving as an advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT. He has been with Physician Wealth Advisors, formerly Uma Financial Services, since 2017 and previously worked at TrueNorth Wealth from 2014 to 2017. Physician Wealth Advisors primarily serves members of the Utah Medical Association and their families, focusing on physician practices and related plans. The firm emphasizes strategic asset allocation and broad diversification, offering discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments.

Mark Woodruff is a CFP® with over 32 years of experience in the financial industry. He is currently with Physician Wealth Advisors, Inc., where he has worked since 2022. Prior to this, he spent six years at Alta Capital Management and ten years at Goldman, Sachs & Co. Physician Wealth Advisors primarily serves members of the Utah Medical Association and related entities, focusing on physician practices and associated plans. The firm employs a strategic asset allocation approach with broad diversification and provides discretionary investment management, financial planning, retirement-plan consulting, and access to alternative investments.

Jeffrey Zesiger is a CFP® professional with 19 years of industry experience. He has been with Physician Wealth Advisors, Inc. since 2009. The firm primarily serves members of the Utah Medical Association and their families, focusing on physician practices and related entities. Physician Wealth Advisors offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. The firm's approach emphasizes strategic asset allocation, broad diversification, periodic rebalancing, and tax-aware loss harvesting, with a client-focused model that includes no-cost basic planning services for UMA members.

Eric Halvorsen is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Physician Wealth Advisors, Inc. since 2013. The firm primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. Physician Wealth Advisors offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. Their investment approach emphasizes strategic asset allocation, broad diversification, periodic rebalancing, and tax-aware loss harvesting, with a client service model that includes ongoing portfolio monitoring and educational resources under ERISA/IRC fiduciary standards.

Margaret Saez is a Series 65-licensed financial advisor with Physician Wealth Advisors, Inc. in Salt Lake City, UT, where she has worked since 2002. She has 11 years of industry experience and is involved in an administrative role in a construction business she owns with her husband. Physician Wealth Advisors primarily serves members of the Utah Medical Association and related clients, offering discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. The firm emphasizes strategic asset allocation, broad diversification, and tax-aware portfolio management, operating with a membership-focused model that includes no-cost basic planning services for UMA members.

Wendy Lewis is a financial advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 designations with 15 years of industry experience. She has been with Physician Wealth Advisors, formerly Uma Financial Services, since 2004 and has also worked at Fidelity Brokerage Services since 1987. Physician Wealth Advisors primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, emphasizing strategic asset allocation, broad diversification, and tax-aware portfolio management.

Ryan Bladen is a CFP® and Series 66-licensed advisor with Physician Wealth Advisors, Inc. in Salt Lake City, UT. He has 19 years of industry experience and has been with the firm, formerly known as Uma Financial Services, since 2008. Physician Wealth Advisors primarily serves members of the Utah Medical Association and their families, focusing on physician practices and related entities. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, with an investment approach centered on strategic asset allocation, broad diversification, and tax-aware portfolio management.