Advisor · Canonical record
Jacob Owens, CFP, CFA
Principal · Meridian Physician Advisors
Annual retainer Fee-only verified Virtual practice
Summary
Jacob focuses on the back-half physician arc — practice-ownership economics, buyout sequencing, and the catchup plan that follows a compressed accumulation window.
Structured record
| Fee model | Annual retainer |
|---|---|
| Engagement | Annual retainer $9,000+ |
| Home location | Denver, Colorado |
| Serves | Colorado , Texas · virtual |
| Credentials | CFP · CFA |
| Years practicing | 14 |
| Ideal client | Attending and practice-owner physicians planning late-career catchup and transition into retirement. |
Specialties
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Physicians & residents
The long training runway, malpractice, PSLF, and late-career catchup.
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Retirement planning
Income, withdrawal strategy, Social Security, and sequence risk.
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Tax planning
Multi-year tax strategy, not just April filing.
Audiences served
- Physicians
- Retirees
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
- CFA verified — source: CFA Institute
- Fee-only (verified) — source: ADV Part 2
Record last verified on 2026-02-27. Any advisor — member or not — may request a correction.
Related advisors
Firm: Meridian Physician Advisors
Physician-only fee-only practice serving residents through attending practice-owners. Retainer pricing, student-loan expertise.