Your Financial Health Matters
Helping Healthcare Professionals Achieve Financial Success
Focus on Your Patients, and We’ll Focus on Your Wealth
As a healthcare professional, you dedicate your time and energy to caring for others. But when it comes to your finances, it’s easy to get pulled off track. Without a clear plan, the risks are real:
You risk burnout trying to do it all yourself.
Long shifts and life’s demands leave little time to focus on your finances.
Your hard-earned money isn’t working hard for you.
Between student loans and saving for the future, it’s tough to know where to start—and your financial progress stalls.
You’re constantly worried about making the wrong move.
Without a plan, financial decisions can feel uncertain and risky.
Plan Smart, Live Well
Managing your finances shouldn't feel like another shift at work. We help healthcare professionals simplify and secure their financial future, so it’s one less thing to manage after a long day.
We start by understanding the unique challenges you face—long shifts, student loans, and balancing saving for the future with living your life today. Next, we focus on optimizing all areas of your financial life, from investments and cash flow to taxes, and student loan forgiveness.
What to Expect from Your Membership
We offer a single, affordable monthly fee of $50 for what we consider to be some of the most comprehensive financial planning services available. For most healthcare professionals, this approach costs significantly less than other advisors. Plus, you receive so much more, including:
A goals-focused plan that helps your finances support what matters most to you
No high-pressure sales—just service and support you can trust
Quarterly meetings to keep you on track and your plan up to date
No conflicts of interest—we prioritize your success above all else
Comprehensive Student Loan Analysis to minimize costs and maximize forgiveness
No cookie-cutter strategies—your plan is as unique as your goals
No commissions, hidden fees, or kickbacks
Personalized 403(b) and investment reviews to ensure your portfolio aligns with your goals
No need to move your money
Education planning strategies to fund your children’s future without derailing your own
Proactive tax planning to optimize your earnings and keep more of what you make
Here's What Success Looks Like
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Gain peace of mind knowing your finances are in trusted hands, so you can focus on the things you love.
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Avoid the stress of managing your finances alone with personalized, hands-off solutions.
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Receive tailored advice that’s designed specifically for healthcare professionals like you.
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Understand the "why" behind every recommendation, giving you clarity and confidence in your financial plan.
1. Schedule a Free Consultation
Book a 15-minute call to discuss your goals and challenges. We’ll explore how we can help and answer your questions.
3. Stay on Track With Quarterly Check-Ins
Our regular check-ins ensure your plan evolves with you, keeping you on track toward your goals.
About
Mike Eldridge, CRPC™, APMA™ Professional
Financial success is about more than just numbers—it's about building a life that reflects your values. It’s about balancing the desire to enjoy life today while saving for your future. Whether you’re managing student loans, saving for a home, or investing for retirement, I’m here to be your personal financial guide through life.
The best part of my work is partnering with clients like you. Together, we’ll tackle your unique challenges and create strategies that align with your goals. My passion is helping healthcare professionals achieve financial success.
Outside of work, I stay active with disc golf, pickleball, or hitting the gym. On quieter days, I enjoy watching the Lions game, walking with my dog and wife, or listening to an audiobook. I’m a lifelong learner, always exploring new ways to better serve my clients.
An Accredited Portfolio Management Advisor (APMA) is a professional designation that indicates that the holder has specialized knowledge in portfolio management and investment strategies. Topics include Portfolio Construction, Asset Allocation, Managing Investment Risks, etc.
A Certified Retirement Planning Counselor (CRPC) is a professional designation signifying expertise in all aspects of retirement planning. Topics include Saving for Retirement, Income Distribution Strategies, Asset Management, Retirement Plan Taxation, etc.
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What drew you to working with healthcare professionals?Your profession brings unique financial opportunities and obstacles, like managing student loans and navigating career transitions. With demanding schedules and high earning potential, you would benefit greatly from expert financial advice.
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I’m just starting out in my career—do I really need a financial advisor?Yes! Starting early gives you a huge advantage. Setting up smart strategies now—like loan forgiveness and investing early—can compound over time. If you don’t want to spend hours researching and managing your finances, I’ll take it off your plate and handle it for you.
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How do you ensure my financial plan stays up to date as my life changes?That’s what quarterly reviews are for! We’ll address new issues as they come up and make sure your plan stays current and optimized for your goals.
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Are you going to pressure me to sell all my current investments and buy your products?Not at all. I don’t sell investment products or require minimum account balances. I’m here to give advice, not sell you anything.
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Do you work virtually?Yes, all my work is virtual through video or phone calls. This keeps costs low so I can offer affordable services.
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Are you a fiduciary?Yes, I’m a fiduciary, which means I’m legally required to act in your best interest. Unlike traditional advisors who may earn commissions, I only get paid by you through the monthly fee, so there are no conflicts of interest.
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Do you offer services to medical residents and fellows?Absolutely. I work with healthcare professionals at any stage of their career. As long as you’re ready to invest in your financial future, I’m here to help.
CONTACT
Disclosures
Marlin Financial Advisors is registered with the State of Michigan as a Registered Investment Advisor. Registration does not imply a certain level of skill or training.
Information presented is for educational purposes only and does not intend to make an offer or solicit sale or purchase of securities. Past performance is not an indication of future performance. All investments involve risk and possible loss of interest and principal. Be sure to consult a tax professional before implementing any investment strategy.