About Us

James Annon, Founder

What We Do

Orthopedic Surgeon Planning is a specialized division of Physician Planning Partners - a trusted advisor network built exclusively for physicians. Through this network, we connect high-achieving orthopedic physicians with fully licensed, professionally accredited experts in tax, legal, finance, estate, banking, exit planning, and more.

Our mission is simple: to support orthopedic surgeons with the same level of structure and precision in their planning as they bring to every procedure and patient outcome.

Each plan we develop is designed specifically for your goals, your stage in practice, and the unique challenges of your specialty - ensuring your practice, wealth, and legacy are protected for years to come.

Advisor Credentials + Experience

Through Physician Planning Partners, physicians gain direct access to a curated network of advisors with years of experience serving high-net-worth clients. As a premium, white-glove service, we operate with the utmost discretion, precision, and personal attention, delivering strategies that protect your career, preserve your wealth, and position you for lasting success.

Plan With Intention. Plan For Success.

Select Which Area You'd Like to Learn More About

Choose the planning area that matters most to you and consult with a premium partner who can design tailored strategies for your needs.

Estate and Legacy Planning

Structure your estate to minimize taxes, avoid probate, and ensure a smooth transition of wealth and business interests.

Tax Preparation and Planning

Discover tax-saving strategies used by high-income physicians to reduce liability and increase after-tax wealth.

Business and Legal Planning

Set up and maintain the right legal structure to limit liability, support growth, and ensure compliance.

Financial and Wealth Planning

Invest with intention using customized strategies that reflect your income level, risk tolerance, and exit timeline.

Private Banking and Lending

Access exclusive private banking services and tailored lending options to support your practice and lifestyle goals.

Growth and Exit Planning

Prepare your practice for expansion, sale, or succession with expert planning designed for surgical professionals.

Digital Marketing

Grow your orthopedic practice with tailored digital campaigns that highlight your specialties, improve online visibility, and generate patient leads.

Real Estate Advisory

Receive expert guidance on real estate decisions, from medical office expansion to passive income properties, built around the long-term goals of orthopedic professionals.

CFO Services

Make smarter business decisions with CFO services that provide financial planning, reporting, and growth strategies for orthopedic practices.

Coming Soon

Please seek professional advice for your specific situation from one of our advisors. View Disclaimer.

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