Wealth Management for Dental Professionals

Customized and Holistic Wealth Planning for Dentists

Whether you are just starting your practice or are in a later stage in your career and considering selling your business, Mariner Wealth Advisors is here to help you at every stage. And you can rely on us to serve as a fiduciary, always acting in your best interests. Plus, we have a group of advisors who specialize in working with dentists—they understand what is important to you and your practice.

Our Comprehensive Services for Dental Professionals

Practice Transition Strategies

Practice Transition Strategies

Considering how best to exit your practice may be the most important decision you will make. We offer specialized business services through Mariner Capital Advisors including business valuation and buy-sell agreements.

Real Estate Consulting

Real estate consulting can include both the physical property where you practice (whether to own/rent and how to structure ownership) and other property, as well as real estate exchanges when you choose to sell.

Retirement Plan Design and Optimization

Retirement Plan Design and Optimization

Our in-house retirement plan consultants can coach you through the differences between a pension, 401(k) or SEP IRA plans and which approach is best for your practice.

Investment Planning

Investment Planning

Including private investment options and advice on asset allocation, including stress testing portfolios and investment strategies that align with your risk tolerance, diversification needs and long-term goals.

Insurance Needs

Insurance Needs

Our risk management team will work with you on risk management, including disability and life insurance plus error and omissions policies to help ensure your assets are protected and you have income replacement should you need it. In addition, we can recommend malpractice and liability coverage to protect your business and personal finances.

Ready to Chat? Contact Our Wealth Team

Complete this form and one of our wealth advisors who specialize in working with dental professionals will contact you to understand your needs and create a customized wealth plan designed for you.

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Your Wealth Management for Dental Professionals Team

Mariner Wealth Advisors does not provide all services listed on this page. Some services are provided by affiliates and are subject to additional fees.