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 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 Financial
Services for Dental Professionals
Practice Transition Strategies
Considering how best to exit your practice may be the most important decision you will make. We offer specialized business services, 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
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
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.
Payroll, Bill Pay and Bookkeeping
We understand how challenging it can be to run an office efficiently, so we offer a suite of services to allow you to spend more time growing your practice and working with patients.
Tax and Estate Planning, Strategies and Consulting
Our experienced CPAs can provide year-round tax strategies including tax-advantaged and business structure recommendations.
Equipment Purchases or Financing Programs
If you are considering replacing or purchasing equipment for your practice, we can offer a variety of financing solutions to meet your needs.
Mortgage Loans
Choosing the right type of mortgage can be confusing. The wealth team that works with you will help you determine which mortgage offering is best suited to you.
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.
Compensation Strategies for Key Employees
Our advisors will help you navigate a complex benefits package including stock options and bonuses, as well as create tax-efficient strategies for retirement and multigenerational charitable giving.
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.
Your Wealth Management for Dental Professionals Team
Mariner does not provide all services listed herein. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.
Wealth Management for Dental Professionals Insights
Cash Balance Pension Plans For Dentists
Buy-Sell Agreements for Dentists Preventing Disputes Over Value
