Unclaimed brand
Comprehensive financial planning for doctors with transparent fees. No AUM charges. Build wealth through evidence-based investing and strategic guidance.
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Hex Code
Color name
RGB
HSL
CMYK
#3A6EE8
Royal Blue
58, 110, 232
222, 79, 57
75, 53, 0, 9
#884A37
Potters Clay
136, 74, 55
14, 42, 37
0, 46, 60, 47
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
White Coat Planning provides financial advice and planning services designed primarily for physicians. The firm takes a comprehensive approach, helping clients coordinate cash flow, debt, insurance, investments, taxes, and long-term goals in an evolving financial plan. Its stated focus is on improving decisions across a client’s financial life, rather than concentrating solely on investment management.
The firm emphasizes transparent, flat fees for financial planning and ongoing guidance, with no asset-based planning charges. Clients can also choose investment management as an optional service, featuring evidence-based investing and transparent fees. For people seeking targeted help without full financial planning, White Coat Planning offers customized student loan advice, including guidance on repayment, forgiveness programs, and refinancing options.
White Coat Planning aims to help clients make confident financial decisions, protect their families and careers, and align spending and investing with what matters to them. Its services are intended to support financial stability and greater freedom, while recognizing that a well-designed financial plan should serve a person’s life—not just their portfolio.
Brand industry
Finance
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How do I download the White Coat Planning logo?
The White Coat Planning logo comes as a dark logo. Download as SVG or transparent PNG.
What are White Coat Planning's brand colors?
The White Coat Planning color palette uses the hex codes #3A6EE8, #884A37 and #FFFFFF.
The White Coat Planning name, logos and brand assets are trademarks of White Coat Planning and its affiliates. Brandfetch isn't affiliated with or endorsed by White Coat Planning. Their use is subject to White Coat Planning's brand guidelines.
