Broker Check


Navigating the intricate financial landscape of the healthcare sector requires specialized knowledge and a keen understanding of its nuances. At StatonWalsh, we specialize in offering tailored financial planning services to healthcare businesses, executives, and professionals, ensuring that your financial strategies align perfectly with the unique demands of your industry. .

Our Services

 Corporate Retirement Plans

The competition for top talent in the healthcare sector is intense, and a well-structured 401(k) plan can be pivotal in attracting and retaining this caliber of professionals. Our team of advisors crafts 401(k) plans tailored to address the specific needs of healthcare organizations. Moreover, we emphasize regular monitoring to ensure these plans remain compliant and are always meeting the evolving needs of both the organization and its employees. An integral part of our approach is offering educational sessions, ensuring that healthcare employees are always well-informed about their retirement options.



Business Exit Planning

When it comes to exiting a healthcare business, be it a clinic, a practice, or a larger institution, meticulous planning is paramount. Our services span from helping businesses understand their true worth to identifying and preparing successors, ensuring a smooth and uninterrupted transition. But it doesn't stop there. Whether your exit strategy involves a sale, merger, or other avenues, we're here to formulate strategies custom to you.



Personal Planning

For healthcare professionals, from physicians to administrators, the financial landscape offers unique challenges and opportunities. We pride ourselves on crafting retirement strategies that can create a comfortable future. Our investment advice is bespoke, factoring in the intricate financial dynamics exclusive to the healthcare sector. And to ensure the future remains bright, we offer insights into risk management, safeguarding assets and financial futures from potential vulnerabilities.


Why Choose Us?

Healthcare Expertise

With a profound understanding of the healthcare sector's financial challenges and intricacies, we're well-equipped to offer advice and strategies that are not only effective but also compliant with industry-specific regulations. Every healthcare entity and professional boasts unique requirements, and our commitment is to offer personalized services, ensuring every client receives strategies tailored specifically for them. Trust, transparency, and professionalism form the core of our approach, allowing our clients to focus on their primary mission of providing care, while we handle their financial well-being.





Comprehensive Services

Our suite of services is designed to support the Healthcare industry in their endeavor to provide excellent employee benefits, exit planning and cultivate a financially literate workforce. We believe in delivering a customized experience that aligns with your specific needs and goals.


Contact Us

Entrust your financial planning needs to experts who understand the pulse of the healthcare industry. Contact StatonWalsh today to schedule a consultation and discover how we can pave the path to your financial success in the healthcare sector.



Have a Question?

Thank you!