Employee Associate

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

Congratulations! You’re a successful dentist.

You love what you do, and you’re having a real impact on people’s lives. As your skill set has increased, your gaining more confidence and clarity on where your passion for dentistry can take you. So, what’s next for you? You’re probably thinking about buying a practice, a home, or perhaps even saving up to start a family.

Our financial planning process provides you with a  evaluates your debts, student loans, or other expenses you’ve incurred to make your education work. As advisors who focus on the financial needs of dentists, we want you to enjoy your new-found wealth while also setting the course for quick debt relief. We also want to help you avoid buying unnecessary insurance products, while making sure you get the coverage you need for adequate risk management.

In fact, our comprehensive planning methods will help achieve the wealth accumulation you need to meet your dreams. And rest assured knowing we’re right there with you on every step your journey.

Questions we answer.

I still owe student loan debt. How can I buy a practice?

What Continuing Education courses are the most rewarding for me to enroll in?

Is whole life insurance a good investment for me, or is it a sales pitch?

I don’t want to own a practice. Are there other ways to maximize my wealth building?

How do I manage my 1099 income? Are there specific tax savings opportunities?

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.