WHY PRG

Physicians Resource Group is a comprehensive financial services firm providing financial planning and wealth management solutions to physicians across the country. With over twenty-five years of experience working with physicians, we recognize the rigors of practicing medicine and understand the financial goals that many doctors share.

At Physicians Resource Group, we offer objective financial advice tailored to the individual. Whether developing a comprehensive financial plan or creating and managing a diversified portfolio, our expertise provides clients with trusted services that will allow for peace of mind knowing that their financial health is being handled with the utmost care.

Our Mission

We exist to enhance the wealth of our clients through our comprehensive financial planning process and wealth management solutions.

OUR SERVICES

We pride ourselves on the ability to guide clients in a vast array of financial topics. See below for more information on the major topic areas we serve.

Comprehensive Financial Planning

Comprehensive Financial Planning

At Physicians Resource Group, comprehensive financial planning is...

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Investment Management

Investment Management

Our investment management philosophy begins with the careful cons...

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Retirement planning

Retirement planning

Planning for retirement is one of the most important financial co...

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Insurance Planning

Insurance Planning

As independent insurance agents we pride ourselves on being produ...

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Tax planning

Tax planning

Minimizing one’s tax liability is among the most important and ...

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Estate planning

Estate planning

An estate plan can help you transfer your wealth in accordance wi...

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RESOURCES

SAY SOMETHING

WE WOULD LIKE TO HEAR FROM YOU. PLEASE SEND US A MESSAGE BY FILLING OUT THE FORM BELOW.

SAY SOMETHING

WE WOULD LIKE TO HEAR FROM YOU. PLEASE SEND US A MESSAGE BY FILLING OUT THE FORM BELOW.

Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Montz Harcus Wealth Management and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.