As a physician, we understand you do everything you can to help your patients maintain optimal health. At FineMark, our mindset is similar. We want to do everything we can to protect your financial well-being. Acting in your best interest is our top priority. From the start, we’ll work closely with you to understand your unique goals, and then together we’ll develop a plan that is right for you.

Banking Services

You need a dependable banking partner who will accommodate your busy lifestyle. Our dedicated bankers  are available whenever you need them. In addition to traditional personal and business banking services, FineMark offers lockbox services to healthcare providers looking to eliminate inefficiencies and post payments fast.

Lending Services

Whether you’re a recent medical school graduate who needs help managing debt, a mid-career doctor beginning to earn substantial income, or a well-established physician looking toward retirement, our flexible lending options are designed to meet your needs.

Financial Planning

Crafting a plan that will help you achieve your goals throughout your career―and beyond―requires careful consideration of your needs, resources, and time restraints. Working together, we can help you successfully align your wealth, values and goals today, making timely adjustments as retirement approaches.

Investment Services

FineMark’s highly personalized service and tailored investment strategies help physicians succeed by growing and protecting their wealth. Our investment approach is guided by our governing principles:

  • Open Architecture
  • Tactical Asset Allocation
  • Portfolio Construction
  • Risk Management

Trust & Estate Services

Through effective estate planning, we can help you see the big picture and understand how the components of your plan work together. Thoughtful, proactive planning can preserve your legacy and protect your wealth. 

Visit us at our new Jupiter office, just down the road from Jupiter Medical Center

David Scaff, President Palm Beach County 
661 University Blvd, Suite 107 Jupiter, FL 33458
PHONE: (561) 273-1570  EMAIL: [email protected]