Caduceus Consulting Employee Directory
Financial ServicesFlorida, United States11-50 Employees
Caduceus Consulting is a financial services firm that specializes in wealth management for physicians, serving the First Coast region from Ponte Vedra Beach, Florida. The firm pursues a mission to improve doctors' lives by addressing their specific financial needs and offering guidance grounded in medical professionals' realities. The founders, Dr. Jason Dyken and W. Shane Hunt, bring deep ties to medicine and experiences with the healthcare financial environment to inform the approach. Securities are offered through First Allied Securities, with advisory services provided by First Allied Advisory Services, positioning the firm within the broader financial services ecosystem. The client base primarily comprises doctors and other healthcare professionals who face legal and financial obstacles not always well addressed by traditional financial channels.