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Our Story


We are a team of financial advisors that work exclusively with dentists. Our experience and industry knowledge can help you take your dental practice from inception to retirement. We understand the challenges you face and can help you find peace in every stage of your career.


We also understand the challenges of working with accountants and how frustrating it can be when they speak Accountanese. This site is dedicated to providing simple answers to the common questions you have in navigating your dental career.







  • Carson Henderson
  • Travis Slade
  • Brett LeMmon
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