Below you will find a list of financial advisors who have financially supported PIM. Many have received rave reviews from former or current PIM members. Partners in Medicine would like to thank the following lenders for their continued support of our organization and the University of Utah housestaff. Their dedicated service and proven track record in helping incoming and outgoing resident physicians, is greatly appreciated!

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The Coury/Pyper Team at Morgan Stanley Smith Barney

Cliff N. Coury, CIMA®
Senior Vice President

Mark Pyper, Certified Financial Planner™
Vice President

2825 E. Cottonwood Parkway, Suite 210
Salt Lake City, UT 84121
Phone: (801) 947-3061
Email: mark.pyper@mssb.com or clifford.n.coury@mssb.com
Web: www.fa.smithbarney.com/courypyper

Please contact us for more information on how we can help you and your family with your financial planning needs.  Physician references available.

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UMA Financial Services

310 East 4500 South, Suite 500
Salt Lake City, UT 84107
Phone: 801-747-0800        
Fax: 801-747-3520
Email: umafs@umafs.org
Web: www.umafs.org

UMAFS offers UMA member physicians a full range of financial products and services. Our primary focus is to assist our clients in meeting their life goals through the proper management of their financial resources. Our success is not measured by performance statistics but rather by our clients` success in achieving their personal financial goals. 

Many physicians often regard financial planning as complex and confusing. As a result, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That is where UMAFS can provide a second opinion and assistance. Our goal is to take the mystery out of investing, managing risks, preparing for retirement, and preserving your wealth.

Our process begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals.
 
We will work with you side by side on a very personal basis so that you are confident in and comfortable with the suggestions we make. Implementation, continuous monitoring, and as necessary, modifications, are integral parts of the process.

References avaiable on request.

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*Partners in Medicine can not guarantee results from any of the financial advisors. We are merely providing a list of advisors that past or present members have used and feel comfortable recommending to others. Even though they have been recommended, all advisors on this page have also paid to advertise on this website.