Help us enrich the lives of dental professionals across the country.

Join us. You’ll never look back.

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

MW Utah 100 Best Companies to Work For Fast 50

[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