Solo Practice Owners

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

Your Dental Practice Is In Full Swing.

You’re dedicated to meeting your patient’s needs while also tending to the details of a thriving business. Some days it feels like work will never end, both on the professional and administrative fronts. However, the rewards are fantastic and you have so much to look forward to as you expand your expertise and your practice.

WealthFD understands the financial lives of dentists, and we’ve served as steadfast advisors throughout all phases of your profession, from training and residency through retirement. The complex business and practice management issues you face as a solo dentist demand real solutions, which we identify, implement, and monitor. Whether it’s the tax implications, risk management, or retirement planning for you and your staff, let us be your guide.

Although you don’t have partners in your practice, you’re not alone managing your business. Our financial advisors are your personal wealth-building counsel. We can develop a plan with you that strategizes personal and business debt, reaches investment goals, and maximizes your enjoyment of TODAY.

Here's How We Can Help

Business & Practice Management

As a solo practitioner, 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.