• A new standard

    for your finances.

    Precedent AM is setting new standards for financial planning, investment management, and fiduciary care. Discover more.
    Read More

  • Life changed.


    Life changes constantly — you know what your assets are and that they have to last. Now is the time to make secure plans.
    Read More

  • Retirement

    on your terms.

    Physicians and health care professionals — it’s time to demand transparency, simplicity, and tax efficiency. Start now.
    Read More

  • Your passion,

    our purpose.

    Physicians and health care executives — combine your decision skills with an unprecedented level of financial organization, planning and counsel.
    Read More

Financial Planning

Live well. Plan accordingly.
Wealth is what happens when you live the life you want with the resources you have. Financial planning is how you get there. Organize and streamline your money, identify and maximize available assets, and arrange them all to support your dreams.

Investment Management

Simple. Diversified. Effective.
Your investment portfolio has to work for you and for the plans you've made. There are fundamental principles that make this happen. Do they apply to your investments? Find out with an independent portfolio review.

Fiduciary Care

The highest standard of care. A new precedent.
We are among the first independent advisory firms to serve as a full ERISA 3(38) fiduciary for our retirement plan clients. This same standard of care is universally applied to every client through every service we provide.