SignatureVeterinary is a division in SignatureFD that caters to the unique needs of veterinary hospital owners. Combining comprehensive wealth advisory services with in depth experience advising veterinarians during various stages of the hospital ownership life cycle, we believe we are uniquely qualified to help you achieve your Net Worthwhile™.

SPEAK TO AN ADVISOR

🎧 Click here to learn more about SignatureVETERINARY

UNLOCK VALUE
IN YOUR PRACTICE
Whether you have your succession plan or are ready to build it, we can help you uncover and take advantage of opportunities.
PROTECT YOUR
HARD WORK
From tax strategies to asset protection, minimize the risks associated with business ownership.
DESIGN A
LEGACY
Build a living and lasting legacy for your business and yourself.
LIVE YOUR
NET WORTHWHILE™
Align your business strategies with your wealth goals, so you can grow, protect, give and live your wealth to the fullest.

SignatureVETERINARY Specialized Services

Our SignatureVeterinary™ services are designed to help you build a ‘Grow, Protect, Give, and Live’ financial blueprint for your business and your life, so your wealth is working just as hard as you are.

STRATEGIC GROWTH Planning

Grow your wealth in a way that lasts with an exact blueprint.

Asset Protection Planning

Minimize risk to the business you’ve worked so hard to build.

TAX MINIMIZATION

Keep what you deserve and nothing less.

SUCCESSION PLANNING

Transition your business to family or non-family members with confidence.

Pre and Post Transaction Planning

Leverage the solutions from our collective experience.

Ready to be a SignatureVETERINARY?

SPEAK TO AN ADVISOR

SignatureVETERINARY TM TEAM

James Yost

JAMES P. YOST, CFP®, CAIA®

PARTNER, WEALTH ADVISOR

READ BIO
Doug Liptak

DOUG LIPTAK, CFP®, CPA

CO-FOUNDER, CHIEF STRATEGY OFFICER

READ BIO
Jim Tally financial advisor

JAMES E. TALLY II, CTFA, CFP®

PARTNER, WEALTH ADVISOR, DIRECTOR OF SIGNATUREHEALTH

READ BIO
Picture of Brian Frey

BRIAN W. FREY, CFP®

PARTNER, WEALTH ADVISOR

READ BIO

ISOBO AMASO, CFP®

PLANNING ASSOCIATE

READ BIO
Allison Porter Image

ALLISON F. PORTER, CFP®, MBA

SENIOR PLANNING ASSOCIATE

READ BIO
Melanie Financial Advisor

MELANIE MASSIE

INSURANCE CLIENT CARE ASSOCIATE

READ BIO
Mimi Cooley financial advisor

MIMI A. COOLEY

CLIENT CARE ASSOCIATE

READ BIO