Financial Adviser Overland Park.

Medicine asks a lot of you. Financial decisions can easily get pushed to the side.

Between student loans, investing, taxes, insurance, and family priorities, there is often a lot to think through at once. For many physicians, the challenge is not knowing that these things matter. It is finding the time and space to give them proper attention.


We work with physicians who want a thoughtful plan and a steady guide to walk through these decisions with them.

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Designed for you

Financial Planning Designed for Overland Park Physicians.

Student Loan & Cash Flow Planning

For residents, fellows, and early-career physicians, we help build a strategy for student loans, monthly cash flow, emergency reserves, and the transition to attending income.

Investment Management

We build portfolios that fit your life and goals. We focus on disciplined, long-term investing so your wealth can grow with purpose and without unnecessary complexity.

Tax & Retirement Strategy

As your income rises, tax planning matters more. We help you think through retirement contributions, Backdoor Roth strategies, HSA use, and the long-term impact of today's decisions.

Insurance & Asset Protection Planning

Physicians face financial risks that many other professionals do not. We help you review disability coverage, life insurance, liability exposure, emergency reserves, and other protection strategies so your plan is built to withstand the unexpected.

The Process

Our Financial Planning Process for Physicians.

Discovery Call

We start with a conversation about your current situation, your goals, and the financial decisions weighing on you right now.

The Analysis

We review the full picture. That may include student loans, investments, taxes, benefits, insurance, and the key planning opportunities in front of you.

The Plan

We build a personalized roadmap designed around your stage of career, family priorities, and long-term goals. Our role is to help you make decisions with more confidence and less guesswork.

Action & Review

We help you put the plan into motion and adjust it over time as your income, family, and goals evolve.

About Suyoung

Financial Planning for Physicians Is Personal to Me.

I work with physicians and their families because this is not just a niche to me - it is my life too.


My wife is a family medicine physician at HCA, so I have had a front-row seat to the realities of medical training and practice. We have been together through the long hours, the stress, the schedule changes, and the constant balancing act that comes with building a life around medicine.


During her residency, we bought a home and welcomed two daughters into our family. That season taught me firsthand how challenging it can be to juggle student loans, budgeting, career transitions, family goals, and the day-to-day demands of life in medicine.


That experience shapes how I serve the physicians and families I work with today. I understand that behind every financial question is a real family, a real schedule, and real pressure. My goal is to help make the financial side of life feel more clear, organized, and manageable so you can focus on your career, your family, and the life you are building.

A team of financial advisors from BSG Advisers at the ribbon-cutting ceremony for their Wake County office at 56 Hunter Street in Apex, NC.

Testimonials

I truly can't say enough great things about BSG Advisers!! Bobby and Laird have honestly changed the possibilities in my personal life and the life of my business. Before I met them, I had made a lot of mistakes and I was almost embarrassed to talk with them as I thought I would be too "poor" for them to want to work with. They made me feel just as important as their wealthiest clients. I'm on a[n] amazing path, I now have a 401K, and investments I didn't realize I could have. When I need to chat with them, they are available, no silly question is ever frowned upon or judged. They are good guys who are amazing at what they do and they clearly care about their clients. I'm soooo thankful to have met them!

Michelle Mills

January 2026

Hands down the best, most personal and knowledgeable financial advisors I have ever worked with over the years! Every individual on the team is exceptional in their response time, wisdom, advice, and overall personable experience! I have already saved over 10 times of what my annual costs are!!! Kris, Laird and Jennifer are each rock stars and I should have done this decades ago for my business! 👍🙂

Ben Rutter

July 2025

BSG has been fantastic. They're patient, easy to talk to and explain strategies clearly. More importantly, [their] planning has been a real game changer for us and it's the reason why we're not worried about our long-term financial health. Plus they're great guys!

Nancy Bierman

November 2024

Cannot say enough about how incredible these guys are with Financial Planning. We have worked with them for several years, offering strategies and creative thinking in ways we wouldn't have been able to come up with on our own. We always look forward to our meetings with them and feel fully trusting of placing our money in their hands.

Alisha Pennington

August 2024

It has been great strategizing with this team! I use the term TEAM with emphasis as they truly work together to discuss, plan and solve for your situation or needs.

Landon Gardner

January 2025

We have been working with BSG for about 20 years. They helped us plan for retirement and now they are guiding us in how to best steward our retirement funds. They have always listened closely to our goals and taught us how to meet them in ways we would have never imagined. Now we can comfortably know that we will be able to take care of our needs as well as bless others. We highly recommend Laird, Bobby, and their team!

Kim High

February 2026

My wife and I have been working with Kris and Justin for about a year, and I wish we would have started sooner. We thought retirement was still years away, but they showed us that we were in a better position than we thought. They discovered my wife wasn't receiving the full Social Security benefit she qualified for and helped us fix it. And they created a clear retirement plan that showed me that I could retire immediately, achieve all of our goals, and still have financial security. Two weeks after receiving our plan, I retired! We've since bought an RV, we're building our retirement house, and we finally feel confident about enjoying this new chapter of our lives. Their advice gave us the push and peace of mind that we needed.

Jeff Stephens

September 2025

My wife and I recently found ourselves facing an overwhelming financial scenario that, if handled incorrectly, could have completely altered our retirement plans. We were referred to Justin Strubel at BSG Advisors by a close friend, and we couldn't be happier with that recommendation. From the start, Justin and Bobby took the genuine time to get to know us and our specific goals. Justin has a gift for explaining complex strategies in a way that actually makes sense to us. They immediately crafted a clear strategy to get our future back on track. I feel incredibly comfortable recommending BSG Advisors to anyone looking for experts who truly care about their clients' success.

James Davis

February 2026

One of the things I appreciate most is how accessible they are. I can text at any time and consistently receive a response within an hour or less. Bobby and Laird have tremendous insight, stay on top of tax laws and market trends, and their advice has always been right on point for my situation. I have complete confidence in their guidance, and I genuinely believe that when it's time for me to retire, I will be quite ready thanks to their expertise and thoughtful planning. I highly recommend BSG to anyone looking for knowledgeable, attentive, and trustworthy financial advisors.

Melissa Adams

February 2026

Disclaimer: These client testimonials reflect their opinions and experiences. No client received any financial or other compensation or benefit for providing a testimonial. Past performance is not indicative of future results, and there is no guarantee of a similar outcome.

Frequently Asked Questions

  • Do you work with doctors who are still in residency?

    Yes. We help physicians evaluate whether PSLF makes sense, compare repayment paths, and understand how employer eligibility affects the strategy. Because eligibility depends on the employer and job structure, we do not assume every hospital or contract setup qualifies.

  • Can you help with PSLF?

    Yes. We help physicians evaluate whether PSLF makes sense, compare repayment paths, and understand how employer eligibility affects the strategy. Because eligibility depends on the employer and job structure, we do not assume every hospital or contract setup qualifies.

  • Do I need to already have a large portfolio to work with you?

    No. Many physicians are still in the wealth-building stage. The goal is not to wait until everything is perfect. The goal is to make better decisions sooner.

  • Can you help with student loan repayment decisions?

    Yes. We help physicians compare repayment options, think through PSLF versus refinancing, and balance those decisions against saving, investing, and lifestyle goals.

  • Can you help with the financial side of my employment contract?

    Yes. While we do not provide legal advice, we can help you think through the financial implications of compensation, signing bonuses, relocation packages, benefits, and other long-term tradeoffs.

  • Do you offer virtual meetings?

    Yes. We can meet virtually or locally, depending on your schedule.



  • What is your investment philosophy?

    We believe in long-term, disciplined investing built around your goals, time horizon, and tolerance for risk. We focus on thoughtful portfolio design rather than chasing headlines or trying to time the market.

  • How do I get started?

    Click the button on this page to schedule an introductory call. We will learn more about your situation and see whether we are a good fit to work together.



Get in Touch
Your career is demanding enough.

Your financial life should feel clearer.

Whether you are navigating residency, stepping into a higher-income attending role, or making more complex financial decisions for your family, we can help you move forward with a plan.

Schedule a Discovery Call Contact BSG Advisers