Built by physicians

About MinMaxDoc

We're healthcare professionals on a mission to give everyone access to honest, personalized financial advice — completely free.

Our Mission

As healthcare professionals, we built a platform that gives everyone access to a custom financial advisor to help them meet their goals — for free, a price everyone can afford.

Why We're Different

We've watched people fall prey to Wall Street's information gap and pump-and-dump schemes. We don't charge high AUM fees or push assets that benefit us. We're here to serve you.

Our Promise

You get tax-loss harvesting, tax-minimization strategies, and more — meeting you where you are, with your assets and brokers. We're an advisor, not a broker, so there's no conflict of interest.