At WealthFD, we offer an rare depth of experience and expertise into the financial needs of dentists. With our dental-specific, highly personalized approach, we ease your way towards maximizing your financial position while providing you with confidence and education along the way.
Fiduciary. Fee-Only. Independent. Dental-Specific.
We don’t take the trust you place in us lightly. You deserve a financial planner that commits to the highest ethical, legal, and competency standards. It sounds simple – but most ‘financial planners’ do not hold themselves to our higher standards.
Our Team holds industry leading designations like Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Masters in Financial Services (MSFS), Masters in Taxation (MTAX) and more. We are consistently recognized as thought leaders in the financial planning profession and speak at over 50 industry events annually.
While we’re proud of our team’s top credentials and accolades, that isn’t enough. We specialize in working with a specific set of dental clients needs to provide the most in depth, personal, and advanced recommendations. We are known for our skill, creativity, and unconventional approaches, yet we are most proud of our reputation among our clients of integrity, respect, and trust.
Business name: WealthFD
Business phone: +12156716660
Focus areas: student loans for dentists, tax planning, investment planning
Other license: student loans for dentists, tax planning, investment planning