ARVEST Bank

Does your current financial management situation require you to coordinate with multiple advisors for your personal and professional accounts?

Do you struggle to manage the complexities of your finances?

Are you planning for the next stage in life: buying your first home, strategically managing debt, or planning for retirement?

If you answer YES to any of these questions, it’s time to contact an Arvest private banker.

For busy healthcare professionals, managing all the aspects of your business and personal finances can feel like another full-time job. That’s where the Arvest Private Banking team can help. Our specialized bankers offer years of experience serving local physicians who have complex financial needs.

Private bankers can serve as the single point of contact for all your financial needs. They manage the team of experts to ensure all your personal and professional banking and wealth management accounts are working together. Private bankers can provide guidance on the day-to-day management of your practice and help with expanding operations for growing businesses.

Whether you’re a current resident still making a plan to pay off medical school loans, preparing to launch a small business, or ready to buy a home, a private banker can guide you in setting goals to ensure you get where you want to be. Our private bankers and financial advisors can collaborate to help with a range of decisions and opportunities for physicians during all stages of their career.

Personal & Business Finances

• Paying down student debt vs. saving all you can
• Running the business end of your practice efficiently
• Using a loan or line of credit to free up cash
• Financing business ventures

Physician Home Loans

• Offers up to 103% loan to value¹
• Flexible underwriting guidelines
• No mortgage insurance
• Residency program

Planning, Investing, Insurance & Trusts²

• Choosing the right insurance for you and your practice
• Investing in property
• Planning for retirement
• Planning for education
• Creating smart tax advantages
• Gifting and charitable giving
• Protecting and growing your assets for the long run

Our goals at Arvest Private Banking are to simplify your busy life and help you make the most of your assets. Wherever you are now and whatever your next step is, we are here to help you make the most of it.

Learn more at arvest.com/physicians or contact Josh Neal, Arvest Private Banking Manager #NMLS 502526, at jneal1@arvest.com.

Services provided by Arvest Private Banking. Qualifications required, see a dedicated Private Banker for more details. Member FDIC. Equal Housing Lender.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. 

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Account Disclosure Information:

¹ Any financing over 100% must be used for taxes, insurance and other closing costs.

² Services provided by Arvest Wealth Management.