briancase profile

Brian Case, Certified Financial Planner®

Direct Wealth Care
Founder | CEO | CFP® | Helping Physicians & Healthcare Professionals Reduce Financial Stress, Improve Well-Being & Practice Medicine on Their Own Terms

I'm Brian, founder of Direct Wealth Care and CEO of Savology. I build financial planning tools for physicians because my wife is an Ob/Gyn and I've watched burnout destroy careers and families from the inside.

Direct Wealth Care partners with Mayo Clinic's Well-Being Index to integrate physician wellness data with financial planning. Savology is a six-minute platform that helps people get clarity around money and actually change behavior. I've started eight companies and sold six.

Ask me about financial planning for physicians, reducing burnout through financial wellness, and building conflict-free fintech products.

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