Bybee Wealth Management
Bybee Wealth Management was founded to serve healthcare professionals. We are a fee-only firm that holds ourselves to the highest fiduciary standard. This means that we act in our clients’ best interests and not our own. We do not work on or accept commissions of any kind. This allows us to recommend the best services and investment choices for our clients instead of what will give us the bigger commission.
We work primarily with healthcare professionals to help them achieve their financial and life goals while giving them more time to spend on what matters most to them. We do this by implementing a proven Healthcare Professionals Success Formula. This formula is customized to each client and their goals and desires. While we work primarily with healthcare professionals, we are more than happy to help anyone that can benefit from our expertise.
At Bybee Wealth Management, we believe everyone deserves access to a trusted financial planner. We keep our costs down and pass on those savings to our clients. We do not have any minimum asset thresholds to work with us. We also believe in complete transparency and will give you all the information about your financial picture. Unlike a lot of other financial planners, we believe in a holistic approach to your financial health. This means we look at every aspect of your financial picture so that we can put each piece of the ‘puzzle’ together and leave nothing forgotten.