CIG Capital Advisors is dedicated to supporting physicians, executives, business owners, and professional service companies with personalized financial strategies. From practice transitions to tax planning and asset protection, we tailor our advice to fit the unique challenges of each profession.
CIG provides integrated financial planning for executives with complex compensation structures—including stock options, RSUs, deferred comp, and retirement packages. We help you manage concentrated equity risk, optimize tax outcomes, and develop a long-term strategy that aligns with your career trajectory and exit timeline.
At CIG, we help physicians and medical practice owners navigate today’s complex healthcare environment from private equity rollups and declining reimbursements to liability risks and practice transitions. Our integrated approach connects practice economics with personal wealth, managing reimbursement, costs, enterprise value, and distributions while preserving wealth, planning for retirement, and respecting your limited time.
At CIG, we understand the unique financial demands attorneys, CPAs, and consultants face—fluctuating income, complex compensation, and the intricacies of building, joining, or exiting a firm. Whether you’re navigating a partner buy-in, managing equity, or preparing for retirement, our integrated approach goes beyond basic planning to deliver strategic insight and execution.
Owning a business brings unique financial opportunities—and complexities. At CIG, we help entrepreneurs and practice owners align personal wealth with business performance, manage risk, and plan strategically for growth, succession, or exit. Whether you're scaling, selling, or stepping back, we deliver integrated planning that goes beyond basic financial advice.
Customer Testimonial
–CIG Client, Multi-Generational Family
This testimonial reflects the clients’ personal experience. No compensation or incentive was received.
Schedule a consultation today and let our experts guide you toward a secure financial future.
Stay informed and empowered with expert financial advice, market updates, and wealth management tips-dive into the CIG blog to discover content designed to help you make smarter financial decisions.
