Seeking Rare Air

Holistic Financial Planning

In Service of Your Most Fulfilled Self

Serving Physicians, Advanced Practice Providers, and All Those Seeking Rare Air

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Seeking Rare Air in Your Finances

At Aether Financial Group, we believe financial planning is about more than numbers—it’s about creating a life of fulfillment, freedom, and intention. Our role is to help you rise above the noise and uncertainty by providing a clear framework tailored to your goals, values, and unique circumstances. We take the time to understand what truly matters to you and then design strategies that align your resources with your vision of success. The result is a plan that not only supports your financial security, but also elevates your ability to live in excellence and enjoy the moments that matter most.

Why Aether Financial?

Holistic Planning

We believe financial planning is a social science disguised as a math problem. Numbers matter—but what matters most is aligning your resources with your values, goals, and vision for life. Our approach integrates both the technical and human elements of money to help you live your most fulfilled self.

Fiduciary Commitment

As fiduciaries, we are bound to act in your best interest—always. Our advice is transparent, unbiased, and tailored to your situation, so you can trust that every recommendation is made with your well-being as the top priority.

Specialized Expertise

We work with physicians, advanced practice providers, and high-income professionals navigating unique financial challenges and opportunities. From managing student loans to building wealth and preparing for retirement, we provide strategies designed for your stage of life and career.

Working Together

Website Home Our Process

Core Planing Strategies

Your financial plan is personal and should be aligned with your goals, values, and overall situation. Our role is to help educate and empower you to make informed decisions. Some of the areas we commonly help our clients with include:

Foundational Strategies

Protect what you’ve built and establish a strong base:
Employer Benefits Review
Student Loan Repayment & Debt Management
Life & Disability Insurance
Asset Protection & Estate Planning
Budget Development & Major Purchase Planning

Growth & Optimization Strategies

Accumulate wealth and create long-term financial freedom:
Retirement Planning (401(k), SEP IRA, Defined Benefit)
Tax Minimization Strategies
Social Security & Charitable Gifting Strategies
Portfolio Checkups & Wealth Management
Higher Education Planning

Schedule Your Intro Call

📞 Phone
(914) 391-9899
✉️ Email
mpisera@aetherfinancialgroup.com
Aether Circle

Our Locations

🏢 Bethesda, MD Office
6905 Rockledge Dr, Suite 900
Bethesda, MD 20817
🏢 Winter Park, FL Office
147 E Lyman Ave, Suite E
Winter Park, FL 32789