Your financial life shouldn't feel like a second job.


Spend more time living.
Less time managing your finances.

Choose the level of advice, support, and financial management that fits your life.

What Physicians Are Saying:

  • Andrew and Taylor Schanda, DO Air Force, General Surgery

    What was your biggest struggle before you began working with IM Wealth?

    Anxiety about my finances. I had an avoidant mindset and thought that if I could avoid talking or thinking about my finances then they wouldn’t be a problem. But I didn’t know how to set up retirement accounts, college funds, or even the best way to start saving or investing my money.

    What is the single most positive change you have experienced from working with IM Wealth?

    I feel a sense of peace about my money. I know I have different pots of money for various things- savings, college funds, retirement, investments- and that means I can rest easy knowing it’s going towards something important and not just sitting in an account. How have we been able to empower you to take control of your money and grow your financial confidence?

    Because I know my money is being managed appropriately and going to the right places, I feel more comfortable spending what’s left on other things such as vacations or “fun” purchases without guilt.

    How have we been able to continually earn your trust? We’ve built a great relationship with James and Jeff and they’ve been honest with us through every step, even holding us accountable when it is needed.

    How is life different for you (and your family) as a result of our Journey together?

    We know exactly where our money is going and that also gives us the flexibility to spend money on other things without feeling guilty. I feel secure knowing that we have an emergency savings fund, life insurance, and retirement accounts set up.

    What would life feel like WITHOUT this relationship? I would have a lot more anxiety about finances and have no idea where I stand as far as what retirement looks like.

    Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?

    Highly recommend it, especially if you are like me and don’t have the time or patience to figure out for yourself the best way to manage your money.

    This statement was provided on March 17th, 2025 by Taylor and Andrew Schanda who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

  • A smiling man and woman with two dogs sitting on a sandy surface outdoors with desert and mountain landscape in the background.

    Laura and Tim Burton, MD - Trauma Surgery

    What was your biggest struggle before you began working with IM Wealth?

    Knowing what to put cash flow toward and starting investments for our future goals.

    What is the single most positive change you have experienced from working with IM Wealth?

    We have a better understanding of what funds go to which accounts and more comprehensive future planning for retirement.

    How have we been able to empower you to take control of your money and grow your financial confidence?

    We have better money management now and a more comprehensive plan for paying down debt, student loans and also saving and investment accounts. We feel much more prepared for future plans like purchasing a home and eventually retirement.

    How have we been able to continually earn your trust?

    We appreciate all the meetings and emails to keep us accountable. Any time we have a question or concern, we always get a quick response or can set up a meeting or phone call to talk things through.

    How is life different for you (and your family) as a result of our Journey together?

    We are much better prepared for our future goals without having to worry as much about the day to day affordability and planning of everything.

    What would life feel like WITHOUT this relationship?

    It would definitely be much more stressful! We really appreciate this community and the connections we have gained through IM Wealth. It has become our safety net whenever we have a question or concern regarding finances.

    Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?

    It is worth doing if you are able to be honest with yourself, your partner and the IM Wealth team about strengths and weaknesses and finances. We have learned A LOT about finances but also ourselves through this process and it has been a lot of work but 100% worth it.

    This statement was provided on September 6th, 2025 by Tim and Laura Burton who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

  • Family walking hand in hand on sandy beach with green vegetation and wooden stairs in background.

    Lyndsay and Michael Hodde, DO Interventional Spine and Musculoskeletal Medicine

    What was your biggest struggle before you began working with IM Wealth?

    Clarity in the vision.

    What is the single most positive change you have experienced from working with IM Wealth?

    Increased clarity and an unwavering support for our growth mindsets and using our finances in a purposeful way to empower our ongoing growth journey.

    How have we been able to empower you to take control of your money and grow your financial confidence?

    You have increased my ability to see money as the tool it is, and to not be afraid of using it in positive ways, not only to further my financial goals, but to enrich my life and those that I have in it.

    How have we been able to continually earn your trust?

    Every huddle we have has been so beneficial, even beyond the pure numbers and finances. Each encounter has left us feeling more excited and empowered to pursue our goals.

    How is life different for you (and your family) as a result of our Journey together?

    I’m far less “scared” of money and I feel more excited and energized in our goals and how we’ll attain them. It has been far less stressful knowing I have IM Wealth in the background working with me.

    What would life feel like WITHOUT this relationship?

    Far more disorganized and unstructured.

    Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?

    It’s a no brainer. IM Wealth has far exceeded expectations and, in time, will more than pay for their services through increased wealth given their guidance.

    This statement was provided on February 8th, 2025 by Lyndsay and Michael Hodde who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

  • Rachel Carlson, DO Air Force Pediatrics

    What was your biggest struggle before you began working with IM Wealth?

    I struggled with making time to organize my finances amidst a busy work schedule

    What is the single most positive change you have experienced from working with IM Wealth?

    The most positive change I have experienced working with James is how he has helped me prioritize and organize my finances based on what is most important to me in the now and in the future

    How have we been able to empower you to take control of your money and grow your financial confidence?

    James has helped me to feel so much more confident in managing my finances and easing anxieties about my financial health

    How have we been able to continually earn your trust?

    James always starts by focusing or refocusing on what is most important to me and my life, he helps me to never lose sight of what my own priorities are in life and in turn finances

    How is life different for you (and your family) as a result of our Journey together?

    I feel confident that I am in a financially healthy position, which is something I always felt anxious about before working with James

    What would life feel like WITHOUT this relationship?

    Time consuming stress and anxiety over money

    Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?

    If you are considering it, join! James is trustworthy and genuine. He will help you organize your finances in a way that is tailored to you and your family's priorities.

    This statement was provided on January 26, 2025 by Rachel Carlson who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

  • A smiling family of five, including a mother, father, and three children, outdoors in a forested area with a waterfall in the background.

    Jenn Carroll, MD and JT Carroll, MD - Surgical Oncology & General Surgery

    “My wife and I are both physicians and have worked with Jeff and his team since 2016, starting during residency.  We have enjoyed working with Jeff because he doesn’t push his dream on us; he helps us achieve our own dream.

    I have never felt pressured to buy products from him or that I wasn’t fully in control of my money.  He has taken the time to listen to our needs and helped us adjust our retirement strategy as our family has grown.

    Jeff is not just our financial advisor, but someone who we consider a friend.  We couldn’t have been on the path we are on to achieve financial independence without him.”

    -JT & Jenn Carroll MD

    This statement was provided 1/20/2023 by Jenn & Joseph (JT) Carroll who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

  • A group of four people, two women and two young girls, smiling and standing outdoors in front of green trees and parked cars, celebrating a sports event, with some wearing Michigan State Spartans gear.

    Colin & Amanda Seguin DO, Emergency Medicine

    "As a physician we spend a large portion of our lives learning about medicine, but unfortunately we did not receive a lot of financial education. I have met several older physicians that are still working because “I did not plan correctly”.

    The earlier the better. I joined with IM Wealth directly out of residency, and we have such a solid plan that several of my colleagues do not have.

    IM Wealth has had a huge impact on our lives. Jeff has helped us make very important/difficult investment and lifestyle decisions that we would have not been able to make on our own by providing unbiased and realistic input. This has allowed us to live our life in a meaningful and sustainable way. Our financial outlook on life has completely changed.”

    The statement was provided 12/14/2022 by Amanda & Colin Seguin who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

  • A happy family of four outdoors in a wooded area, with a woman and a man smiling, and two little girls, one in a yellow skirt and the other in dark pants, all holding hands or being held.

    Adam & Megan Henke MD, General Surgery

    “Since working with IM Wealth, we have been able to plan for our future and feel comfortable about it. Jeff explains financial strategies in an understandable way. He is good at the “big picture”, but also very efficient with taking care of all the smaller situations that arise.

    We truly feel like we are a team, and he really cares about our success. Personally, Jeff is a great guy, and he is enjoyable to be around. It has been nothing but a great experience!”

    The statement was provided 12/5/2022 by Megan & Adam Henke who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Not Sure Which Service Is Right?

Start with a FREE Financial Wellness Diagnostic

✓ Understand your strengths and identify key vulnerabilities

We’ll help you:

✓ Create clear next steps to get you financially stable ASAP

✓ Explore if working with an Advisor makes sense for you

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Frequently Asked Questions

  • Yes. IM Wealth is a fee-only fiduciary firm. We are legally required to act in the best interest of our clients and identify and disclose any material conflicts of interest.

    IM Wealth does not receive commissions for the financial and investment advice it provides.

  • Yes. We specialize in serving busy, successful physician families who want ongoing fiduciary financial advice and wealth management.

    We understand complex compensation, benefits, taxes, student loans, and the time constraints that come with demanding medical careers.

    Our services are built specifically around those realities, not generalized financial advice.

  • The key difference is how much gets delegated, how fast things move, and how much stays off your plate.

    • IM Concierge provides structured guidance and accountability for families who want a clear plan and trusted support while staying actively involved in execution. More done-with-you

    • IM Family CFO adds proactive leadership, coordination, and follow-through as complexity grows, without turning finances into a second job.

    • IM Family Office delivers full-service financial management for families who want speed, delegation, and peace of mind across their entire financial life.

    During your Financial Wellness Diagnostic, we help determine which level fits your current season.

  • Yes. All tiers include fee-only fiduciary investment advice.

    Investment management (where we manage portfolios day-to-day) is optional and available as an add-on for families who want full delegation.

  • Yes. We will routinely collaborate with other members of your financial team to make sure you are receiving the most cohesive financial advice.

  • You’ll meet with an IM Wealth advisor for a structured, no-pressure conversation focused on clarity.

    We’ll review your current situation, identify where complexity is coming from, and discuss what level of support would be most helpful right now. You’ll leave with clearer next steps, whether or not we work together.

    There’s no obligation and no sales script.

  • Yes. Services are annual commitments. Our service model is designed to be adaptable for families to choose the best level of support they need in 12 month increments.

    Most families choose to continue working together as their life and finances evolve, but our focus is always on long-term fit.

    If the relationship stops making sense, we’ll talk about it openly.

  • Most families feel an immediate sense of clarity after the Financial Wellness Diagnostic.

    From there, confidence continues to build during onboarding as systems are organized, priorities are clarified, and next steps become visible. As decisions feel more intentional and less reactive, the mental load around money often begins to lift.

    The pace depends on your level of complexity and service tier, but the focus is on early momentum, not waiting months to feel true progress has been made.

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All services are annually renewable - designed to adapt as your needs change.

IM Wealth does not provide legal or tax advice. Specialized tax and legal advice is contracted out to vetted, preferred vendors of IM Wealth.