Join us. You’ll never look back.
Help us enrich the lives of dental professionals across the country.
Our amazing team has fueled our fast growth.
We’ve come a long way, from a small advisory firm to becoming a top player in dental financial planning across the nation. It’s been quite a journey, all thanks to our incredible team. As innovators in the financial space, we believe real change requires collaboration among passionate people who are unified by a clear purpose and shared values.
- We win together
- Speak directly
- Embrace change
- See it through
- Make it fun
Employee Benefits
Group health insurance
401(k) retirement plan (up to 6% company match)
Company-paid life and disability insurance
Generous paid time off schedule
Paid parental leave
Gym membership
Continuing education and licensing reimbursement
Complimentary investment management service
Quarterly offsite team building events
Weekly office lunch / fully stocked snack cupboard
Open Positions
Earning Attention
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client. Generally, rankings are based on information prepared and submitted by the adviser. Click here to learn more about the criteria for determining the rankings and qualifications.
[Man] sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. And then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future; he lives as if he is never going to die, and then dies having never really lived.
-Dali Lama