Built for Clinicians
You didn’t train this long for financial stress
At MedPro Financials, we specialize in financial planning built exclusively for physician assistants, nurse practitioners, physicians, and medical professionals who want clarity, protection, and a plan that actually fits the pace of medical life.
Committed To Your Success
Ready to build a smarter financial strategy?
Take the next step toward a more organized, intentional financial future. Our team is ready to help you build a customized strategy that protects your income, strengthens your cash flow, and aligns your investments with your long-term goals.
Take Financial Control
Discover How
We Can Help
Many medical professionals struggle with student loans, cash flow, and figuring out how to protect their income. Despite strong salaries and years of hard work in healthcare, many still feel overwhelmed by financial decisions. For over 6 years, we’ve focused on helping medical professionals simplify their money and gain confidence in their financial plan.
Wealth Protection
Coverage With Confidence
You want to make sure you and your family are protected but you're not looking for full financial planning. We help you put the right coverage in place.
Financial Planning
Organize Your Financial Life
You want a clear plan for your entire financial life including cash flow, protection, investments, and a system to keep it all on track. We build it together and check in regularly to adjust as life changes.
Investment Management
Strategy Beyond Portfolios
You have assets you want professionally managed but you're not looking for full financial planning. We handle your investment strategy and portfolio management.
Cashflow
Automate Savings
Create a cash-flow system that makes saving 15–20% automatic, so clinicians can spend with confidence while still building toward long-term goals.
Consolidate
Reduce Your Debt
Develop a clear student-loan strategy around repayment options, IDR planning, PSLF, and consolidation decisions that fit each clinician’s career path.
Cover
Protect Your Income
Protect income with the right insurance strategy, so a clinician’s lifestyle, family, and long-term plan are not put at risk by illness, injury, or the unexpected.
Protect What Matters Most
Wealth Protection
Income Protection
Your ability to earn income is often your greatest financial asset. Long-term disability coverage helps protect your household if an illness or injury keeps you from working, giving you a foundation of security while you continue building your career and lifestyle.
Family Protection
Life insurance helps protect the people who depend on you. We help you evaluate how much coverage may be appropriate, what type of policy fits your situation, and how to structure protection around your family, debts, income needs, and long-term goals.
Retirement Protection
The savings you build for retirement deserve protection too. We help you guard against the risks that can derail long-term goals and plan for income you can count on later, so the future you’re working toward stays on track.
Risk & Income Review
A risk management review brings your protection picture together. We look for gaps, overlaps, and opportunities to strengthen your coverage, including guaranteed income options that may help provide stability in the future.
Invest With Purpose
Investment Management
Portfolio Strategy
Portfolio management begins with understanding your goals, time horizon, risk tolerance, and income needs. We create an investment strategy designed to help your money work toward your long-term objectives while staying aligned with your comfort level and financial picture.
Diversification & Rebalancing
Markets change, and portfolios drift over time. Account rebalancing helps keep your investments aligned with the original strategy by adjusting allocations when needed, managing risk, and maintaining discipline through different market environments.
Retirement Account Coordination
Retirement accounts often need to work together across different employers, account types, and tax categories. We help coordinate your retirement assets so your investment approach is organized, intentional, and connected to your future income needs.
Education & Performance Reviews
One Coordinated Plan
Financial Planning
Cash Flow & Debt Strategy
Cash flow is the foundation of the plan. We help you understand where your money is going, build a system for saving and spending intentionally, and create a debt strategy that may include student loans, repayment options, consolidation decisions, and long-term payoff planning.
Savings & Wealth Building
Building wealth requires clear targets and consistent habits. We help you define how much to save, where to save, how to balance short-term needs with long-term investing, and how to make decisions around home buying, emergency reserves, and future financial flexibility.
Protection & Family Decisions
Your plan should protect the life you are building. We review insurance needs, income protection, family responsibilities, childcare costs, and major household decisions so your financial strategy reflects both your current obligations and your future priorities.
Retirement & Ongoing Guidance
A financial plan should not be a one-time document. We help you plan for retirement, align your investment strategy with your goals, and provide regular check-ins and on-demand team access so your plan can evolve as your income, family, career, and priorities change.
Are you a recent graduate?
You have worked hard to reach this point. Now is the time to organize your income, student loans, insurance, savings, and investments into a clear plan. We help recent medical graduates make confident financial decisions early, so they can protect their future and build wealth with purpose.
MedPro Financials is a financial planning practice built exclusively for physician assistants, nurse practitioners, physicians and medical professionals. We exist because medical professionals face a financial reality most advisors don’t understand. You’re earning well, but between student debt, complicated benefits packages, and a career that never slows down, your finances can feel like the one thing you never have time to figure out.
We follow a deliberate sequence. Cash flow clarity first — where the money actually goes, not where you think it goes. Then income protection, because your ability to practice medicine is your most valuable asset. Only after that foundation is solid do we focus on building wealth.
We’re here to build a system that lets you spend without guilt, sleep knowing your family is covered, and stop feeling like your financial life is running on autopilot.
Our Team
Serving You Proudly
MPA — Founder
Frank Randall
Frank built MedPro Financials after watching the same pattern repeat itself. Medical professionals who had worked incredibly hard to get where they were, earning real money, and still had no real plan behind it.
It became personal when he watched his wife Katie navigate her career as a trauma nurse practitioner. The hours, the stress, the weight of the work she carried home. Money was never taught in her training and was never a priority when she was in the middle of building her career. Frank saw that gap up close and decided to do something about it.
Over the past ten years in financial planning, Frank has built a practice exclusively around medical professionals because he believes the people who take care of everyone else deserve someone looking out for their financial future.
Frank and Katie have four kids together. Emmy is six, Theo is three, and Graham and Lucy just arrived as twins. He knows firsthand what it means to build a financial plan around a busy family and a demanding career.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®
Associate Partner
Charles "Joe" Hodge
Joe runs the back end of MedPro Financials and meets jointly with most of our clients. He is the reason we can serve more people without losing the personal touch that defines how we work.
Fully investment licensed by twenty-two, Joe brings a level of competence and care that is rare at any age. He has been with MedPro for nearly two years and has become an essential part of how we deliver on our commitments to every client we serve.
Joe is originally from Syracuse and brings a straightforward, no-nonsense approach to client experience and operations. When you work with MedPro, Joe is the person making sure everything on our end runs the way it should.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
Financial Advisor
Dylan Grocer
Dylan Grocer, CFP®, ChSNC®, ChFC®, is a financial advisor at MedPro Financials, where he works with Frank Randall to serve APPs, physicians, optometrist, and practice owners across New England. His practice covers the questions that come up across a healthcare career: how to structure cash flow as you transition into practice, what to do about student loans, what disability coverage actually protects a clinical role, how to invest with purpose, and what financial planning looks like the day you open your own practice.
Dylan’s path into this work started at the University of New Hampshire. Many of his closest friends came out of the nursing school carrying significant student loan debt and stepping into careers they were trained for clinically, but not financially. Watching them navigate those first years without a roadmap shaped how Dylan practices today: education before product, planning built around the realities of a healthcare career, and a focus on the medical professionals he has been advocating for since college.
Now in his sixth year of financial planning, Dylan holds the CERTIFIED FINANCIAL PLANNER® and Chartered Special Needs Consultant® designations and lives in the beautiful South End neighborhood in Boston.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®
ASSOCIATE FINANCIAL PROFESSIONAL
William Hess
Will is part of the broader MedPro and Alliance Financial Network team. He has grown into his role with the same high standard for client care that defines how we operate, and he brings a specialized focus on working with first responders.
Will understands the unique financial realities that come with careers in public service and approaches every client relationship with the same intentionality and commitment you will find across the MedPro team.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®
Connect With
Our Team
We’re here to assist you with your investment inquiries and goals. Contact us today.