A unique partnership: Physician insight meets financial expertise
1099 Physician Solutions was founded to solve a problem we saw firsthand: high-income independent physicians with a CPA, an advisor, and a payroll service, and no one responsible for whether those decisions fit together.
We built the role that was missing, a Physician CFO who coordinates the whole financial picture across your practice and household, so the pieces work as one system instead of five separate ones.
As an Emergency Medicine physician and Army combat veteran with over a decade working with 1099 contractors, I heard the same frustrations repeatedly: "Why do my W-2 colleagues never deal with this?" "I spend more time on taxes than I want to." "Am I even doing this right?"
When Daniel approached me about building this for 1099 physicians, the need became clear. Physicians don't need more financial information. They need one person who sees the whole picture and takes responsibility for how the pieces fit together.
That's what we built.
With a background in investment banking, healthcare management consulting, and hospital finance leadership, and married to a pediatric emergency physician, I saw the administrative burden 1099 physicians carry up close. Physicians spend real time on QuickBooks, quarterly tax calculations, and compliance tracking because no one is coordinating the whole picture.
The gap was clear: physicians need someone who understands both financial complexity and the demands of medical practice. Generic CPAs lack the physician-specific expertise required.
I partnered with Dr. Akers to build something that combines financial expertise with physician credibility.
Daniel holds Series 7, real estate, and insurance licenses but does not use them to sell products or earn commissions. These credentials exist to evaluate financial strategies objectively and to protect physicians from the conflicts of interest that are common in the advisory industry. No products. No commissions. No split incentives.
Physician credibility + financial expertise = one team responsible for coordinating the decisions that no single professional owns.
Dr. Akers ensures we understand physician realities and brings military-grade operational discipline. Daniel brings healthcare administration and financial optimization expertise.
Book a Financial Diagnostic. In one conversation you'll leave knowing the financial priorities that deserve your attention first, whether or not you work with us.
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