Student Loan Forgiveness

Our team has expertly guided clients to tax-free loan forgiveness with Public Service Loan Forgiveness, as well as advised those who can’t get forgiveness to paying off student loans in the most efficient manner.

Tax Planning for Physicians

We understand the challenges that come with earning a high income, and that it feels like half of your paycheck is consumed by taxes. We specialize in helping maximize tax-advantaged strategies for physicians.

We’ve seen hundreds of contracts, and can help physicians maximize their income, work-life balance, or both, no matter if they are salary only, production-based, quality-based, or otherwise.

Most physician households we work with feel behind after spending years in undergrad, medical school, residency, and fellowship. We help them maximize their lives now, enjoying the fruit of their hard work, while ensuring that they are on the right track for long-term financial success and security.

Financial Planning for Physicians

✓Physician-Specialized ✓Fee only ✓Fiduciary ✓CFP^® Professional

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River’s Edge Wealth Management:

A Physician’s Fiduciary Partner looking out for blind spots

With so many demands on a physician’s time, our clients find great relief in knowing that they’ve partnered with an experienced fiduciary to deeply understand them, and tailor a plan to their goals.

Perhaps most importantly, they have peace of mind knowing that plan will be executed, and they don’t have to stay up to date on recent tax legislation or market shifts.

A confident doctor wearing blue scrubs with a stethoscope

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Over 100 PhysiciansHouseholds Served

Clients in24States

Serving PhysiciansSince 2012

Money Questions On Your Mind?

We’re well-experienced with the big questions physicians ask.

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What We Deliver

Our clients connect the most important things in their life with their finances, stepping towards what is most important for them with the help of a plan built and executed by River’s Edge.

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Be on track for retirement

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Ensure all tax-favored strategies are being executed

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Maximize your Benefits Package through Employer

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Build or buy the house of your dreams without sacrificing long-term goals

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Know that your compensation is commensurate with your peers

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Have a plan to get student loans forgiven or paid off!

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Allow yourself to spend and enjoy while maintaining progress towards longer-term

Insights

Read up on how physicians can minimize their taxes, maximize their investments, and prepare confidently for the future.

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Meet Your Team

Our highly credentialed team of CFPs, ChFC, and a RICP partners with individuals and families to approach their wealth and resources with thoughtfulness and intention, implementing appropriate safeguards, and deliberate strategies to maximize the impact that they can have for themselves, their families, and their communities.

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CFP® CHFC® & RICP® Certifications

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Experts in Physician Finances

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Committed to Continuous Education, Innovation, and Improvement

More About Us

Jake McCracken, CFP®

Wealth Advisor and Founder

For over 15 years in the financial services industry, Jake has found the fulfillment in building reliable and trust-based relationships with his clients by helping them make decisions that serve both their present and future lives. By understanding the values and goals that are most important to each client, Jake seeks to tailor a financial plan that is customized to each client’s unique circumstances and priorities.

Trevor York, CFP®, RICP®, ChFC®

Director of Planning & Chief Compliance Officer

As the Director of Planning, Trevor implements the financial plans built for our clients. He is especially adept at tax, investment, and retirement planning. Our clients benefit greatly from his affinity to dive into the weeds of any complex planning question or portfolio review.

Nancijo Pruce, RICP®

Client Relationship Manager

Nancijo serves as a liaison between our clients and advisors. She integrates client service and experience, handles scheduling and supporting client financial planning meetings, and supports the financial planning process and implementation. She keeps vital details of the financial planning process running smoothly. Nancijo is a Retirement Income Certified Professional (RICP®) with over a decade of experience in the industry.

Quinn McCracken, CFP®

Wealth Advisor

Quinn began his career as a wealth advisor in 2020, bringing an enthusiasm for financial advising and a deep commitment to understanding each client's unique situation. As a CERTIFIED FINANCIAL PLANNER™, his expertise is grounded in a solid foundation of education and industry accreditation. He holds his Series 65 license, earned an Executive Certificate in Financial Planning from Duquesne University, and graduated with honors from Geneva College with a degree in Finance, where he was recognized with the “Excellence in Business” award.

Jacob McConnell, CFP®

Associate Wealth Advisor

Jacob joined River’s Edge Wealth Management in 2025, bringing a track record of expertise and enthusiasm to serve clients and their best interest. Jacob is an emerging financial advisor dedicated to helping individuals and families build lasting financial security through thoughtful planning and personalized strategies. With a strong foundation in financial principles and a deep commitment to client success, Jacob specializes in guiding clients through budgeting, retirement planning, investment management, and debt reduction.