The Origin
From an early age, Bill Bennett was fascinated with the medical field. His original path was pre-med, with the goal of becoming a physician. But midway through college, life shifted—his single mother needed financial help, and he made the difficult decision to change his major to Accounting and Finance. What began as a sacrifice turned into a calling. He realized that while he wouldn’t wear the white coat as a doctor, he could still serve the medical community in a profound way: by helping physicians and healthcare professionals build financial health, security, and independence. That decision ultimately laid the foundation for White Coat Wealth Architects.

Why Physicians
Over the past 19 years, Bill has had the privilege of working with physicians and medical groups across the country—speaking at teaching hospitals, leading financial literacy programs, and even traveling internationally to assist underserved communities with microeconomic savings initiatives. Those experiences reinforced what he had seen from the very beginning: doctors spend their lives caring for others, but often lack the education, time, or guidance to confidently care for their own financial future. He created White Coat Wealth Architects to meet that need. We understand the unique challenges of medicine—student debt, delayed income, tax burdens, and the pressure of balancing family life—and we build strategies designed specifically for them.

The Mission
What sets us apart is our educator’s approach. Across the country, we’ve become known for taking complex, intimidating financial concepts and breaking them down into simple, actionable strategies. Our mission is not just to manage wealth, but to empower physicians with clarity, confidence, and control over their financial decisions. At White Coat Wealth Architects, we design blueprints that allow doctors to move from uncertainty to freedom, from financial stress to financial legacy. Our purpose is clear: to serve those who spend their lives healing others by helping them build a life of security, abundance, and impact.