• Design Is...

    Creating Something On Purpose… For a Particular Purpose.

    So we’ve designed the perfect bridge… to get you from where you are, to where you want to be…

  • We are designed from the ground up for one purpose: to optimize the personal and professional lives of dentists. Period.

    Everything we do is designed to ensure that you and your family thrive in every aspect of your life.

  • What differentiates Aligned Advisors from every other firm you could hire?

    Our only goal is that you and your family are thriving.

  • How We Work

    We always strive for the best.

    Big Picture vs. Little Picture

    Ensuring that you are thriving in one area of your life only to allow you to flounder in another is not good design. We look at EVERY aspect of your life to ensure that you are thriving in every area. We help you set goals in every area of your life and we help you stay on track to your goals. We look at your personal as well as professional goals. We look at the health of your practice and every aspect of your personal finances. We track your professional development to ensure that you stay relevant and valuable to your patients. We work with you to ensure that you are healthy and truly enjoying your life.

    Strategy vs. Tactics

    There are thousands of advisors who are good tacticians. They can do a portfolio allocation and invest your money for you. But you could do that yourself with a robo-advisor and probably get superior results because you’ll be paying lower fees than those tacticians charge. You don’t need tactics. You need a Comprehensive Overarching Lifetime Strategy to determine how to optimize every area of your life with a comprehensive design.

    Family vs. Individual

    Most advisors are happy to work with whoever “handles the money.” We insist on working with both spouses to ensure that the whole family thrives. We know that the happiest families are those that are clear about their collective values and priorities and work together to build their ideal lives. We are not happy unless your whole family is thriving.

    Team vs. Individual

    Most advisors are sole practitioners who claim expertise in all areas. We use a team of deep subject matter experts, each with their own area of expertise. They each focus on their area of specialty and do it exceptionally well. Our team includes experts in Financial Planning, Tax, Wills, Trusts and Estates, Life, Health, Disability and Property and Casualty Insurance, Investments, Mortgages, Automobiles and more.

    Entire Life VS. Just Investments

    The decisions you make in each area of your practice, your finances and your life impacts every other area. Investing more in the practice means less for the family. A better lifestyle for the family means less investment available for the practice, employees or retirement savings. Too much insurance may make you feel safe at the expense of your investment potential. Too little may make you vulnerable in the areas where you are most likely to be at risk, derailing all of your plans. We don’t focus on one narrow area. We create a Comprehensive Lifetime Strategy that will give you the greatest probability of thriving in every area of your life.

    Collaboration vs. Scattered Advice

    Most dentists have several advisors, and they are on their own when it comes to sorting out conflicting or overlapping advice. Aligned Advisors are just that, aligned, because we don’t make any recommendation without the entire team weighing in first to ensure that optimizing one area doesn’t sub-optimize another area. Only when the team is sure that the advice is correct and optimized will you see a recommendation, and all recommendations will come from “the team.”

  • Highly Visual Maps and Pictures

    We don’t think endless charts and graphs are the best way to depict your ideal future. That’s why we use highly visual roadmaps and pictures to depict your ideal life. We want you to clearly see exactly where you are going and how you will get there. We think you’ll find our approach refreshing and invigorating.

  • We Are Investment Agnostic

    Most advisors have a vested interest in which asset classes you choose for your investments because they get a commission or a percentage of your “investible assets,” meaning primarily stocks, bonds and mutual funds. Because we charge a flat annual fee for our advice and never charge a commission or a percentage of assets, we can be completely investment agnostic. We realize that your practice or your building may be your largest asset and many dentists are more comfortable investing in real estate or other tangible assets. We design your strategy around whatever you are comfortable investing in.

  • How We Do It.


    We Include Your Dental Practice in Every Consideration

    We understand that your dental practice is at the core of your wealth building strategy and we consider its growth and health central to your comprehensive lifetime strategy. We make sure that it is valued every year so that you always know its exact value and place in your wealth building strategy. We also look for opportunities to multiply the value of your practice through financial leverage.

    We Partner with Dental Consultants and Monitor Their Progress

    We work with several dental consulting specialists who are experts in growing your practice. We work together with you and them to ensure continued revenue growth, profitability and patient satisfaction.

    We Free You Up to Generate Income in Your Peak Earning Years

    The highest and best use of your time is working in your practice to generate income and grow the value of the practice. We take care of your business and personal finances so you can be free to do what you do best.

    We’ve Got Your Back

    We know dentists. We get dentists. We are always here for you to ensure that you, your practice and your family are thriving. Whatever the situation, you can count on us. So go ahead and relax…
    We’ve got your back.

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