Who We Are

“We have been working with Dale Abrams since the end of medical school in 2021 and have been nothing but happy with our experience since. He has done a great job of guiding us in the many new and confusing financial scenarios that we have encountered since graduating, including choosing life and disability insurance, figuring out debt repayment, and buying a house. Dale is very knowledgeable and is excellent at explaining things to us in ways that are easy to understand. He has provided information and recommendations personalized to each of our financial situations, which makes us feel well supported. He responds quickly to emails and has gone above and beyond by meeting with us on short notice during the evenings, which was extremely appreciated. Overall, it has been a pleasure to work with Dale and his team and would not hesitate to recommend Abrams Financial to anyone interested in their services.”

"I have been working with Dale since the end of medical school in 2015 and have had an excellent experience the entire time. As someone who has very little financial literacy, he has made it easy for me to navigate insurance, investing, and generally managing my finances. He is always available, quick to respond, and explains everything clearly and thoroughly. There are many companies out there that offer similar services but with Dale, I feel like he personally cares about my goals and needs. I would highly recommend him to anyone looking for a financial advisor and plan to continue working with him in the future!"

“At the end of medical school, we are bombarded with many financial talks. Out of all of these, I chose to work with Abrams Financial because they made it clear their focus was to take the stress out of financial planning and help with bringing a sense of ease to each individual situation. Upon meeting Dale for the first time, it was clear his mindset towards finances was exactly what I hoped to find. Dale and his team are realistic, responsive, and most importantly wants to get to know who you are as a person and what your financial goals are. Working with Abrams Financial gives you more cognitive space to focus on doing your jobs as a doctor and leaving the finances to those with the expertise. At the same time, I always feel well-informed as to what my options are and why certain options are preferable. I will happily continue to work with Abrams Financial for years to come.”

“We've been with Dale since med school. At our first meeting, we were immediately impressed with how organized and professional he was while still maintaining an approachable, warm demeanor; we have kept this impression of him after a decade of knowing him. Throughout our relationship, he has made it easy to understand and navigate the complexities of investing, insurance and estate planning. Most recently, he helped us acquire a life insurance plan at standard rate even after another company issued us a 200% rate. We are grateful towards Dale and would recommend him without hesitation. Thank you Dale!”

“I started working with Dale in my final year of medical school. My decision to work with him came down to his knowledge, honesty and the fact that he acts in my best interest as a new professional. I didn’t sense as though I was talking to a salesman during our encounters. Every decision and piece of advice that was provided by Dale came down to the consideration of my short and long-term financial goals. He also has a team of experts that work alongside him, which makes for great collaboration and shared decision making. As a bonus, Dale is a great resource for tax-saving strategies. You will be in great hands if you choose to work with the Abrams Financial team.”

“I can't emphasize enough the importance of the consultancy services provided by Abrams Financial. One of the highlights is their tailored approach to the unique financial challenges faced by physicians. I met Dale at the end of medical school and have working with him as I navigated family medicine residency, an additional year of emergency medicine, fellowship, and staff practice. Having worked with countless other physician clients, he knew exactly what these various stages of training involved and what was to come. Accordingly, he advised and recommended an insurance plan that met my needs. Dale is not just an expert in these areas, but also demonstrates a commitment to educating his clients. He explains complex financial concepts in a way that is accessible and relevant to physicians. I have reached out with other wealth management and tax-related questions and received helpful advice. I recommend Dale and Abrams Financial to all physicians and trainees looking to develop a comprehensive plan for their financial future.”

“I first started with Dale as a final year medical student. At that time, I had signed disability insurance with another provider which had done a poor job of setting up the policy. Dale took over the policy and did a fantastic job explaining to me which aspects needed to be changed. Since then, I have received prompt replies to all my concerns and Dale has flagged important points in my training to touch base. I would recommend Dale and his team to any medical professional looking for insurance.”

"Dale and his team are outstanding and have been a pleasure to work with for the past 10 years for both financial and insurance matters. I have grown to trust Dale's unbiased advice when it comes to strategizing my portfolio and planning ahead. He has also been incredibly valuable in navigating the often confusing waters of insurance - life, disability, critical illness, etc. Dale takes the time to get to know each one of his clients personally which is very much appreciated and ensures each of his clients are making the best decisions for them and their families. I can't recommend them highly enough."

"We highly recommend Dale Abrams to our colleagues. We greatly appreciate his expertise in physician finances and guidance in deciding on insurance policies and large financial decisions. Dale is refreshingly upfront and direct with his advice. He can explain concepts in a clear manner, and we trust he is truly looking out for our best interests. Over the last year, Dale has made himself readily available to answer our questions and was even able to rush a meeting last minute to obtain life insurance during our pregnancy. We look forward to continuing working with Dale moving forward!”