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.