We Focus on Your Finances,
So You Can Focus on Dentistry.
We know what it takes to achieve financial success as a dentist. Our team of dental-specific experts guide you through your financial needs including investing, tax, accounting, and business planning.
Dental-Specific Planners
We offer an rare depth of experience and expertise into the financial needs of dentists. Our specializations allow us to understand your needs better and create the most personalized, creative, and effective recommendations tailor-made to help you reach your personal and financial goals.
With our dental-specific, highly personalized services, we ease your way towards maximizing your financial position while providing you with confidence and education along the way.
Our Services
We're not a one-size fits all firm. We understand dentists have unique needs and we support you in the best way for you. Across all of our services, we bring a personalized approach, planning mindset, and transparent fee structure free from commissions. We value our relationships with clients and are fiduciaries to the highest legal and ethical standards.
Financial Planning
Accounting & Tax
Investment Planning
Dental Practice Retirement Plans
Have Questions?
When it comes to deciding who to trust with your finances, you probably have a lot of questions. We offer free consultations for all perspective clients to answer everything on your mind and begin working towards financial success.