Who We Serve

Focusing on a standard of care for your financial life

Our focus is not to alienate ourselves from working with individuals outside of dental and veterinarian medicine. We just understand that in today’s world of information overload, we have chosen to specialize, to distill down that information to actionable content for these practitioners. We view a niche focus as the best way to provide value, similar to how those within the dental or veterinarian field specialize for their patients. We have seen synergies working within these two communities by affiliating with professional partners who also specialize in providing advice and guidance in various capacities.

Are we a good match?

N

What we are

- Advice Only
- Attentive to service
- Process and Planning Driven
- Cash Flow Centric

- Focused on Dental & Veterinarian Practitioners
- Asset Allocators
- Behavioral Coaches
- Thought Partners

- Concentrate on risk/return
- Goals Based
- Fee-Only
- Relationship Builders
- Challenging the status quo

M

What we are not

- Stock Pickers
- Generalists Advisors
- Investment First
- Smarter than everyone else
- Salespeople

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