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UMA Financial Services

About UMA Financial Services

Physician Wealth Advisors was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions.

Min project size

50,000+

Hourly rate

50 / hr

Employees

16

Locations

United States

Year founded

Founded 1993

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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