Dr. Anthony "Tony" Unger

Anthony Unger (Tony) brings a rare perspective to financial planning, rooted in four decades of experience as a physician and the owner of a premier specialty surgical practice. Having successfully navigated the complexities of a medical enterprise, developed specialized medical-related businesses, and executed a successful practice transition, Tony now helps fellow high-net-worth individuals protect the legacies they’ve spent a lifetime building.

With a special interest in estate planning and retirement strategy, Tony focuses on the nuances of intergenerational wealth transfer. He understands that for many, wealth is not just a number—it is the culmination of years of clinical dedication and business risk. By combining his firsthand knowledge of healthcare business cycles with sophisticated financial modeling, Tony provides a roadmap for clients to transition from peak earnings to a meaningful, secure legacy.