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Gain Peace of Mind About
Your Financial Direction

Schedule a complimentary consultation.

As a dentist, you have goals, like supporting your family and saving for retirement, but you are also incredibly busy. How do you find the time to develop the expertise you need to manage your wealth and achieve your objectives?

From Day 1, our wealth management firm has been helping dentists and their families feel confident that they are on the right financial path. Founded by a dentist’s son, our firm offers a coordinated approach to help dentists build and manage wealth through all the stages of their career.

We offer a complimentary consultation with a CERTIFIED FINANCIAL PLANNER™ professional in which we will:

  • Learn where you are in career and life, and where you want to be
  • Discuss your financial situation and concerns
  • Explore how we may be able to help you get and stay on track
  • Share a bit about our approach so you can decide whether we are a good match

We are a Carolinas-based advisory firm with nearly two decades serving dentists and their families. Based in Goldsboro and Wilmington, N.C., we provide financial planning and investment management services with a level of personalization that only a boutique firm can offer.

Contact Us for a Complimentary Consultation


We offer a no-obligation meeting to assess how we can help you achieve your goals. Please contact us to get started.