• Nearly two decades serving dentists and their families
• Located in Goldsboro and Wilmington, North Carolina
• Management based on the work of leading academics, including Nobel Laureate Dr. Harry Markowitz and behavioral finance pioneer Dr. Meir Statman
• Financial Models utilizing the Dimensional Fund Advisors (DFA)
• Ability to Custody Assets at the largest RIA custodians in the industry including: Fidelity, Pershing, Schwab, and TD Ameritrade
• Fee-based investment portfolios and retirement plan solutions