As a fiduciary, independent registered investment advisor, and independent insurance agent our obligation and commitment is to provide you with unbiased, objective advice and services that meet your specific needs. Our service model recognizes your busy work schedule and so we do our best to be available, whenever possible, outside of traditional “office hours.”
Our suite of services adapts to your needs. Whether you’re starting fresh or looking ahead to retirement, we offer:
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Our suite of services adapts to your needs. Whether you’re starting fresh or looking ahead to retirement, we offer:
Whether you are nearing the end or just starting your career, our team of licensed advisors can help you create a financial plan that meets your short-term and longer-term goals.
Our parent company, RBF Wealth Advisors, a fiduciary and registered investment advisor, has been serving clients as a trusted wealth advisor for over 35 years. Our advisors have over 25 years of average experience in the industry. We leverage our combined experience, passion for excellence, and technology to deliver outstanding service and advice.
As an independent insurance agent, we are not under any corporate mandate to sell or represent any insurance products that are not in the best interest of our client's. We assist our client's identify and secure individual protection in both life insurance and disability income insurance.
Over the past decade, we have helped hundreds of emerging dental professionals develop plans to tackle their student loan debt in the most cost-effective manner based on their anticipated career path and family situation. Student loan repayment planning is not a one-time event or transaction and should be included as part of an overall financial plan.
For our practice owner clients, we provide: employer-sponsored retirement plans, business overhead expense insurance, key person insurance, buy/sell insurance, corporate cash management, group health insurance, and financial education for employees.
You've worked hard to build a legacy. So, in cooperation with you, we collaborate with your tax and legal professionals to ensure all of your beneficiary designations and more complicated estate planning issues are addressed.
At DentalWealthRx, we believe in tailoring our services and pricing to meet your unique situation.
Our pricing structure is generally comprised of two parts, financial planning fees and investment advisory fees. If you are just starting in your career, please visit our companion site, StudentLoansRx.com for a complete list of our Financial Planning packages for emerging dental professionals.
If you are further along in your career and need help developing or updating your financial plan, we will work with you to determine the areas of need and provide a customized proposal, which includes our proposed financial planning fee.
For investment advisory fees, please see schedule listed below based on assets under management.
Book your free consultation to discuss your needs and pricing options available
At DentalWealthRX, we believe in tailoring our services to meet your unique financial journey. Our pricing structure is designed with flexibility in mind, ensuring you have options that fit your preferences and goals. Whether you’re seeking one-on-one guidance or prefer a self-directed approach, DentalWealthRX has the solution for you.
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Book your free consultation to discuss your needs and pricing options available
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We are eager to visit with you, discuss your needs and how we might help you achieve your financial goals. Reach out today and let’s get a consultation booked!
We are eager to visit with you, discuss your needs and how we might help you achieve your financial goals. Don’t procrastinate! Reach out to us today and let’s a consult booked!
DentalWealthRx was created in response to the evolving needs of our dental clients across the full journey of their dental careers and financial lives. As their trusted wealth advisor, we aspire to deliver outstanding service and advice to help them reach whatever financial goals they wish to achieve.
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