DSO Dentist

We focus on your finances so you can focus on your patients.

You’re An Expert In Dentistry.

You appreciate that you can go home after a day of providing patient care and not have to worry about processing paperwork or getting the appointment book filled. You’re an expert in dentistry and you want to grow your skills and knowledge while providing patient care. Those are just some of the reasons you chose to be in a corporate practice, along with a balance of autonomy and support.

Similarly, we at WealthFD want to provide you with holistic financial support, but in a way where you remain squarely in the driver’s seat. We know dentists and we understand your common pain points like massive student loan debt, delayed home purchases, and deferred retirement investing. We also help you understand the financial benefits or restrictions that come from corporate dentistry. Together, we’ll build a plan to reach your personal goals in the most efficient manner.

Building on your success, our financial advisors can help you reach financial freedom faster than the typical dentist who retires at 67. We can provide options for your debt, review your risk management and compensation package, and get your investments in order. The goal is for you to live your absolute best life as a high earner today, be prepared for tomorrow, and work towards financial security down the line. Let’s build a plan together.

Here's How We Can Help


If you’ve never talked to a financial advisor, you may not know where to start. Don’t worry, we’ll ease into it through our discovery process with the objective of getting to know you better and how we can specifically help you reach your goals.

Fiduciary. legally responsible. no exceptions.

Our Promise To You.

Like you, we give competent, objective advice that’s always in the best interest of those we serve. We’re skilled listeners who offer financial advice tailored specifically for dentists. And just as we do with every client, our financial advisors promise to abide by the fiduciary standard.


Contact Us.