Physicians
Integrated Tax & Wealth Management, Designed for Emergency Physicians
Your financial life deserves the same precision and coordination you bring to your career. At Leelyn Smith, we integrate tax strategy, accounting, investment management, and financial planning so every decision works together.
Get the free guideThe Emergency Physician’s Financial Blueprint
7 Smart Moves to Align Your Taxes, Investments & Cash Flow
The Weight of the Job Is Heavy Enough
Your work demands long hours, life-or-death decisions, and constant focus. But when it comes to finances, most emergency physicians face unnecessary complexity. You might have a tax preparer, an accountant, a financial advisor, and an insurance agent. But they rarely work together. Recommendations arrive in silos, and you’re left to connect the dots. At Leelyn Smith, we believe your time and attention are too valuable for that.
What Integration Really Means
Many firms offer financial advice. Few connect the parts into a strategy. We bring your tax, accounting, investment, and financial planning decisions into a single, coordinated plan.
Every decision is informed by the next. Every recommendation considers the full picture.
Tax + Investment Coordination
Year-round planning – not just year-end prep – so portfolio decisions and tax implications move in sync.
Cash Flow Optimization
From estimated tax payments to investment timing, we help you manage cash with clarity and control.
Strategic Guidance
From entity elections to retirement design, we guide you through complex choices with simplicity.
Fragmented Approach
- Isolated decisions
- Multiple points of contact
- Reactive planning
Integrated Approach
- Coordinated strategy
- One dedicated suite of experts
- Proactive insights
Just like no two patients are alike, where you are in your emergency medicine career can help guide us toward a financial plan that’s right for you.
Whether you’re a new attending physician managing cash flow and student loans, mid-career determining whether or not an S-Corp makes sense, or a seasoned leader in your field preparing for retirement after a fulfilling and challenging career – we can help chart the path to maximize your savings and your investment opportunities in the short and long term.
Your job is already impossibly demanding. Add to that family obligations, a disruptive work schedule, and personal interests out-side of work, your time is perhaps your most valuable asset. Our job is to take financial decisions off your plate, make life a bit easier, and give you back the time you deserve.
Start with a Free Guide Or a Conversation
Success is a journey. And like all journeys, everyone’s route is different. That’s why we take the time to listen, ask questions, and learn about your goals. Whether you’re exploring new strategies or seeking a second opinion, we’re here to help.
Download the Guide
Get immediate value with
The Emergency Physician’s Financial Blueprint
7 Smart Moves to Align Your Taxes,
Investments & Cash Flow
Schedule a Consultation
Talk with our team about what integration could look like for your unique financial situation.
