Physicians

& Medical Groups

"In nothing do men more nearly approach the gods than in giving health to men."

― Cicero (106 B.C. - 43 B.C.)

Physicians & Health Systems

Integrated Wealth and Enterprise Strategy for Those Who Lead in Medicine

You’ve dedicated your life to clinical excellence. We’ve built ERX to deliver financial and strategic clarity at that same level — with precision, protection, and deep alignment.

Whether you’re an individual physician managing growing complexity, or leading a group navigating operational change, ERX brings decades of experience and structural insight to help you make smarter, longer-range decisions.

It Started with Advocacy

Michael J. Giongo, Co-Founder of ERX Wealth Partners, was appointed to the Board of Governors of the Florida Medical Association — one of the most respected medical advocacy bodies in the country.

Immersed in the FMA’s mission of “Helping Physicians Practice Medicine,” Mike saw the full picture: physicians bearing outsized financial risk with fragmented planning, inefficient structures, and little strategic coordination between personal wealth and professional enterprise.

That realization became the foundation of ERX Wealth Partners: aligning physicians’ financial strength with their clinical mission.

For Residents & Early-Career Physicians

Build the Foundation Before the Storm

You don’t have to wait until wealth arrives to build it with intention.

At ERX, we advise physicians at every stage — including residents and fellows — to lay the groundwork for lifelong command of their financial lives. The earlier you start, the more power you retain.

Our early-stage planning model helps future medical leaders:

• Align student loan and cash flow strategy

• Begin tax-smart saving and asset protection

• Set up estate, and insurance structures

• Avoid common early mistakes that compound over time

Because wealth isn’t what you earn — it’s what you’re positioned to preserve.

Start early.

Start smart.

For Physicians

Integrated, Tax-First Personal Strategy

We serve physicians who demand more than advice — and refuse to settle for generic solutions.

At ERX, your financial life is treated with surgical precision. We coordinate tax planning, wealth, retirement, compensation, and estate architecture — all with one purpose:

To protect what you've built, and prepare what comes next.

Our private advisory model supports:

• High-income physicians navigating complex compensation and benefit structures

• Practice owners preparing for succession, sale, or structured retirement

• Families committed to multigenerational wealth with clarity, control, and continuity

This isn’t retail wealth management. It’s engineered strategy — built for physicians with complexity, ambition, and a need for total alignment.

For Medical Groups & Practice Leaders

Enterprise Strategy. Risk Protected. Growth Aligned.

At ERX, we serve as a strategic command center for physician-led practices — integrating tax planning, compensation, growth, and protection into one coordinated structure.

In partnership with Marsh McLennan, we also bring enterprise-grade solutions in:

• Risk-managed structuring and group benefits

• Succession and partner exit planning

We also provide forensic-level visibility into revenue cycle and billing dynamics — helping you identify leakage, realign incentives, and position your practice for durable profitability.

Through NexGen by ERX, our insurance consulting arm, we help practices scale with structure and clarity — without surrendering control.

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NEXGEN by ERX is offered through ERX Wealth, LLC as an Outside Business Activity (OBA), separate and distinct from any investment advisory services offered through Mutual Advisors, LLC (“Mutual Advisors”) DBA ERX Wealth Partners, an SEC-registered investment adviser.

ERX Wealth, LLC provides insurance related services and is not a registered investment adviser. The services described are not investment advisory services.

For Health Systems & Clinical Enterprises

Strategy at Scale. Clarity at the Core.

Health systems and clinical enterprises face increasing pressure — from payer disruption to physician alignment to structural consolidation. ERX brings the strategic clarity required to navigate .

Our institutional advisory team through Marsh McClennan supports:

• Risk Management

• Executive compensation and retention modeling

Through every engagement, we act not as vendors — but as aligned strategic partners.

Why Physicians and Systems Trust ERX

We understand how medicine works.
Clinically. Structurally. Financially.
From the inside out.

We don’t sell products. We engineer clarity at the moments that matter most. We don’t separate clinical strategy from financial structure—because that’s exactly where most systems fall short.

At ERX, we don’t just show you the way forward. We walk it with you.

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Client Impact

Physician Family

& Medical Group 

23 year Clients

"For over two decades, I've had the privilege of entrusting our family's wealth management to Mike Giongo and the EMPOWERx team at ERX Wealth Partners.

Since the inception of our partnership, the cornerstone of ERX has consistently been trust and integrity.

Mike and his dedicated team have adeptly furnished our family and medical practice with forward-thinking wealth advisory, astute investment management, asset protection, and strategic business consulting services.

Their approach is both personal and systematic, a blend that is complemented by cutting-edge technology.

I wholeheartedly endorse ERX Wealth Partners to those in pursuit of great people, process, and technology to meet their financial planning requirements." 

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Testimonials & Endorsements Disclosures

Client Testimonials – The individuals providing testimonials on this website are current or former clients of ERX Wealth Partners, an SEC-registered investment adviser doing business as (DBA) Mutual Advisors, LLC. They have not been compensated in cash or non-cash benefits for their statements. No material conflicts of interest exist between these clients and ERX Wealth Partners. Testimonials reflect the personal opinions and experiences of the clients and may not be representative of the experience of all clients.

Endorsers – Individuals providing endorsements on this website are not current or former clients of ERX Wealth Partners unless otherwise noted. Endorsers have not been compensated in cash or non-cash benefits for their statements. Endorsers affirm that they have no material conflicts of interest with ERX Wealth Partners. Endorsements reflect the personal opinions and experiences of the endorsers and may not be representative of the experience of all clients.

Past Performance Disclaimer – Past performance is not a guarantee of future results. No representation is made that any client will or is likely to achieve results similar to those described. All investment strategies involve risk, including the possible loss of principal.