BREAK FREE FROM BIG-BOX FIRMS AND
ACHIEVE THE FREEDOM YOU DESERVE
 BREAK FREE FROM
BIG-BOX FIRMS
 AND ACHIEVE THE
FREEDOM YOU DESERVE
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Discover Unmatched Growth Opportunities with Portfolio Medics

At Portfolio Medics, we understand the unique challenges you face in the financial advisory industry. That’s why we've designed a comprehensive growth framework to propel your career to new heights. 

Whether you're just starting or a seasoned professional,
we help you at every stage of your career with:
  • All-Weather Investment Strategies: Attract and retain clients by navigating volatile markets with ease.
  • Generous Payout Grid: Maximize your revenue without the burden of tech and platform fees.
  •  Top-Tier Marketing Support: Fill your pipeline effortlessly with our expert marketing resources. 
  • ​Streamlined Compliance Processes: Focus on growth without the compliance headaches.
  • ​Managed Investments: We handle the trades so you can focus on building your firm.
  • ​Individualized Attention: Receive all the support you need with minimal interference in your daily operations.
Empowering Series 65/66 Holders to Achieve Greater Flexibility, Competitive Advantage, and Long-term Success

Schedule your free strategy session today—it's a no-obligation call designed to explore how we can help you achieve your financial goal.

CUSTOM JAVASCRIPT / HTML

Discover Unmatched Growth Opportunities with Portfolio Medics

At Portfolio Medics, we understand the unique challenges you face in the financial advisory industry. That’s why we've designed a comprehensive growth framework to propel your career to new heights. 

Whether you're just starting or a seasoned professional,
we help you at every stage of your career with:
  • All-Weather Investment Strategies: Attract and retain clients by navigating volatile markets with ease.
  • Generous Payout Grid: Maximize your revenue without the burden of tech and platform fees.
  •  Top-Tier Marketing Support: Fill your pipeline effortlessly with our expert marketing resources. 
  • ​Streamlined Compliance Processes: Focus on growth without the compliance headaches.
  • ​Managed Investments: We handle the trades so you can focus on building your firm.
  • ​Individualized Attention: Receive all the support you need with minimal interference in your daily operations.

Our Proven Success in Numbers:

$499M

AUM *As of Dec 2023

70+

Representatives

1:1

Support

100%

Remote

How We Can
Help You Grow

As Seen On

Join us to gain insights, strategies, and the tools needed to transform your practice and achieve your long-term vision.

  • Expert Speakers: Learn from industry leaders who will share their secrets to success.

  • ​In-Depth Workshops: Gain hands-on experience with actionable strategies to enhance your practice.

  • ​Networking Opportunities: Connect with like-minded professionals and expand your network.

  • ​Personalized Coaching: Receive one-on-one guidance tailored to your specific needs and goals.

32,500 RIA's operating in the US

Portfolio Medics is proud to rank in the
Top 1% according to USA today

What Our Representatives Are Saying

Portfolio Medics' active management has helped us protect clients in volatile markets. Referrals are
up 50%!

Geryl Winterowd

Portfolio Medics provides unique solutions, excellent support, and operates ethically. I've been with them for nearly a decade.

Mark Fenton

The flexibility allows me
to work on my terms, transforming my client's experience and my
personal life.

Robbie Cagle

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Start Your Journey to Professional and Financial Success

We've helped representatives transform from good advisors to great business owners. Here's how:
1. Strategy Session: A call focused on you, identifying your goals and the best path to achieve them.

2. Due Diligence: Receive all the information needed to make an informed decision.

3. Onboarding: Seamless and quick onboarding to get you started on your growth journey.
Join the ranks of successful advisors at Portfolio Medics. Schedule your strategy session today and take the first step towards a brighter, more prosperous future.

As Seen On

Copyrighted 2025
All Rights Reserved
Copyrighted 2022
All Rights Reserved
Privacy Policy
Portfolio Medics is an SEC-registered investment advisory firm. 
27499 Riverview Center Blvd Bonita Springs, FL 34134 
Phone: (239) 444-1766

Advisory services offered through Portfolio Medics.

Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability. The firm also assumes no duty to update any information in this presentation for subsequent changes of any kind. Advisory Services offered through Portfolio Medics.