Shakespeare Wealth Chosen as Premier Provider to Medical Community

July 23, 2009

Shakespeare Wealth Management is excited to announce that the firm is one of a select group of NAPFA-Registered Financial Advisors to be chosen as premier providers to the medical community. The National Association of Personal Financial Advisors (NAPFA), the country’s leading association of Fee-Only financial advisors will work exclusively with the MD Preferred Services Network. The two organizations have launched the MD Preferred Financial Advisor Network which will offer more than 831,000 physicians access to Fee-Only financial advisors who act strictly in a fiduciary capacity and who have successfully completed NAPFA’s stringent application and review process.


“Physicians take the Hippocratic Oath which compels them to act solely in the best interests of the patients they serve,” said Kevin Reardon, CFP®, President of Shakespeare Wealth Management, Inc. “As a NAPFA member, Shakespeare is one of the few financial advisory firms that take a Fiduciary Oath which compels them to act solely in the best interests of their clients. In light of these very important similarities, it only makes sense for these professionals to work together. We are pleased and honored to have been chosen to participate in this excellent new program.”


NAPFA-Registered Financial Advisors who participate in the program are allowed to display the MD Preferred Financial Advisor Medallion on their websites and all other marketing materials. As recognized experts, these NAPFA members will have a unique competitive advantage in working with physicians.


“Collaborating with NAPFA made sense for MD Preferred Service Network and for the more than 831,000 physicians who rely on our organization every day,” said Michael O’Malley, President of US Medical Specialties. “Advisors who are affiliated with NAPFA demonstrate a commitment to the highest of ethical standards – a commitment only a fiduciary can make. This commitment matches the commitment physicians make to their patients.”


About Shakespeare Wealth Management

Shakespeare Wealth Management provides unbiased financial solutions to successful individuals, businesses and organizations. We are a Fee-Only™ Registered Investment Advisor committed to helping you and your family to achieve its goals. Shakespeare will assist you in managing all aspects of your Wealth, including: Investment Management, Financial Planning, Estate Planning, Tax Management, Insurance Planning & Review, Charitable Planning, and Succession Planning.



Since 1983, The National Association of Personal Financial Advisors (NAPFA) has provided Fee-Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. With more than 2,100 members across the country, NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning. For more information on NAPFA, please visit



The MD Preferred Financial Advisor Network is a service of the MD Preferred Service Network – a growing online physician resource center. The program is designed to bring together premier service providers in a wide range of disciplines that have committed themselves to serving the medical community. The MD Preferred Service Medallion is a powerful credential that physicians and other senior medical professionals look for when they are seeking career services. For more information on MD Preferred Service Network, please visit




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