OUR SERVICES OVERVIEW

Find out what services we provide below.

Contact Us for a Free Consultation or Appointment

SERVICES WE OFFER

OVERVIEW

Our goal is your financial independence and a secure retirement. We employ the use of individual stocks, ETFs, mutual funds, and bonds tailored to the client’s financial needs. Physicians Wealth Solutions also understands the importance of keeping investment costs low to maximize long term return.

Our management fees start as low as 0.5% per year. In addition, most clients qualify for free financial planning.

Charles Schwab & Co., Inc., Member SIPC, maintains the custody of your assets in your own individual account.

MISSION STATEMENT & CULTURE

Our mission is to achieve financial success for our clients through disciplined investing, diversification, and financial planning.

As fee for service advisors, we have no proprietary products to sell. Each investment is carefully chosen in the best interest of our clients.

OUR WORK FLOW

Take a brief look at our process.

IT'S ABOUT YOU

We sit down with each and every client and design a plan for their specific goals taking into consideration their individual tolerance for risk, time horizon, financial needs and more. Unlike some banks and brokerage houses, we do not have proprietary products to sell.

YOUR FUTURE

We are attentive listeners and incorporate your plans and dreams into your financial plan.

COMMUNICATION

Our advisors consult with our clients avoiding confusing financial terms. We follow up and are always willing to answer questions.

CONTACT US

If you would like to inquire more information about our services, or you would simply like to request a quote for our service, please fill out the short form and we will get back to you as soon as possible.

Don't feel like filling out the form? Give us a call directly at (614) 565-2375.

OUR LOCATION

Address: 6816 Caine Rd,
Columbus, OH 43235

Phone (John Quimjian, M.D.):
(740) 504-9665

Phone (John Stewart):
(614) 565-2375

Phone (Verna Ruby):
(740) 417-4160

Fax: 740.417.4429
Hours: 9 am–4 pm M-F