Group Practice Owners

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

We Understand The Complexities Of Your Dental Practice.

As a Group Practice Owner, you understand the complexities of running a dental practice, from setting clinical standards, managing staff, and actually practicing dentistry. You also have partners that are able to help manage the operational aspects of the practice.

As dental specialists, we understand the planning needs of partners in dental practices. You have unique buyout provisions, non-competes, production needs, and management responsibilities that extend far beyond ‘just’ practicing dentistry. You may also want to understand how your career can change over time as your practice grows and management responsibilities increase. Over time, you’ll face tax concerns and opportunities, risk management needs, or partner transitions – our expertise will help you navigate this with confidence.

Although you have business partners, we serve as your trusted financial advisor, financial planners, and CPAs to ensure the business is operating the most effective manner for your life. We connect the dots between your practice, personal, and financial success through proactive planning that maximizes what matters most to you.

Here's How We Can Help

Business & Practice Management

As a group practice owner, what you do each day is a lot more than just being a dentist – you’re running a highly complicated and technical enterprise. Let us provide specialized advice to optimize and leverage your dental practice.

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.