Who we serve
Planning for dentists across the career arc
We work with dentists, their households, and independent practices, from early-career debt to retirement income and a practice transition. The $1,000,000 account minimum is waived for actively practicing dentists and dental specialists, and for the children of existing clients.
By career stage
Wherever you are in your career
When a DSO offer arrives, we sit on your side of the table: an independent read on what it is worth to you, not the acquirer, and whether you are stronger staying independent.
Households and practices
Who can become a client?
We work with:
- Individual dentists and dentist households (spouses and adult children welcome on the same terms)
- Single-owner dental practices
- Independent partnerships of up to four dentist owners
Common questions
Is there a minimum to become a client?
Our account minimum is $1,000,000, which is waived for actively practicing dentists and dental specialists, as well as the children of existing clients.
Do you work with my spouse or children?
Yes. If you are a client, your family is welcome on the same terms, including custodial accounts for children and accounts for adult children, at any size.
Do you only work with dentists?
The firm is built primarily for dentists and their households; the economics of a dental career shape the fee structure and the planning work. We do not market to other professions.
At any career stage
A conversation about where your practice and your plan stand today.