Along with providing financial planning and investment management services, we build customized tax and business plans for dental practice owners. Our background in tax compliance and dental business planning equips us with unique insights, allowing us to cater specifically to the dental industry. This niche focus enables us to deliver tailored solutions for dental practice owners.

Top three reasons: Dental industry knowledge, tax expertise, and over 20 years of experience. I spent over 14 years working exclusively with doctors learning the business side of dentistry, built over 500 tax and business plans for doctors, have big four public accounting tax expertise, and provided investment management services at Vanguard where I managed over $300 million of client assets.

The great Yogi Berra once said “If you don’t know where you are going, you might wind up someplace else.” Trying to achieve your financial goals without a wealth plan is like practicing dentistry without an x-ray – it doesn’t work very well. A wealth plan serves as a comprehensive roadmap to help you make informed decisions to achieve your financial goals and secure your financial future.</span>

No – while investment management is an optional service, doctors may choose to engage our wealth planning service on a stand-alone basis, or they may utilize both the wealth planning and investment management services.

No – our goal is to help doctors achieve financial freedom, including young doctors that have not accumulated a lot of investable assets yet.

We have multiple investment strategy options but our lead strategy is a passive, index-based approach designed to minimize taxes, minimize fees, and provide the philosophy that gives investors the best chance of investment success.

Yes – we do what’s best for the client.

Yes – we work with doctors all over the United States.