What Is Your Dental Practice Worth?

You’re thinking about retiring. How do you create a cash flow stream from your business that can carry you through your retirement years? Watch our discussion covering: Practice Valuations, Transition Structuring, Tax Implications and Negotiating the Sale of Your Practice


Customized and Holistic Wealth Planning for Dentists in Oklahoma

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 Financial Services for Dental Professionals

  • Practice Transition Strategies
  • Tax and Estate Planning, Strategies and Consulting
  • Real Estate Consulting
  • Equipment Purchases or Financing Programs
  • Retirement Plan Design and Optimization
  • Mortgage Loans
  • Investment Planning
  • Payroll, Bill Pay and Bookkeeping
  • Insurance Needs
  • Compensation Strategies for Key Employees

Your Oklahoma Wealth Management Team

Julie Smith, CPA, Senior Wealth Consultant at Mariner Wealth Advisors

Julie Smith, CPA

Senior Wealth Consultant

Natalie Haggard, CFP®, Senior Wealth Advisor at Mariner Wealth Advisors

Natalie Haggard, CFP®

Senior Wealth Advisor

Trey Cooper, Director & Senior Wealth Advisor of Mariner Wealth Advisors

Trey Cooper, CFP®, AIF®

Managing Director & Senior Wealth Advisor

Joe Hendrix, CFP®, CPA, Director & Senior Wealth Advisor at Mariner Wealth Advisors

Joe Hendrix, CFP®, CPA

Managing Director & Senior Wealth Advisor

Ready to Chat?
Schedule a Call With Julie

Use the calendar to schedule a call with our senior wealth consultant, Julie Smith, who specializes in working with dental professionals. She will contact you to understand your needs and create a customized wealth plan designed for you.