Skip to main content
Home
Main navigation
  • About
    • The Firm
    • Services
    • Our Team
    • Workshops
  • Physicians
    • Walkaway Wealth
    • Resources
    • Walkaway Wealth Emails
  • Working Together
    • Products & Pricing
    • TriageMD Connect
    • TriageMD Foundations
    • Established physicians
  • Books
    • Pay Yourself First
    • Changing Outcomes
  • Program Directors start here

How can we help?

If you're ready to get started with a TriageMD advisor, or if you'd like to chat with Catherine Kiser about your TriageMD fit or Triage Education options, please schedule a call.

Schedule now

Alternatively, we welcome you to begin a conversation with TriageMD by emailing us via the contact form below.

 
PAFP
fmec
cfpboard
napfa
clsa
Investment in Wealth Institute
dimensional

Broker Check

Form ADV Part 2A

Form CRS (ADV Part 3)

Triage MD
Helping physicians make the most of their money by defining and managing the best possible trajectories for lifetime wealth.

TGS Financial Advisors   |   100 W Matsonford Road • STE 3-304 • Radnor, PA 19087-4551    |   833-525-5780

About
  • The Firm
  • Services
  • Our Team
  • Workshops
Physicians
  • Walkaway Wealth
  • Resources
  • Walkaway Wealth Emails
Working Together
  • Products & Pricing
  • TriageMD Connect
  • TriageMD Foundations
  • Established physicians
Books
  • Pay Yourself First
  • Changing Outcomes

       

TriageMD products are service offerings of TGS Financial Advisors.  TGS Financial Advisors (“Company”) is an SEC registered investment adviser located in Radnor, Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Companyweb site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Disclosure | Client Relationship Summary

©  2025 TGS Financial  |  Website Design and Development 4x3, LLC