Turn Your Practice Into Your Freedom Plan
One dental-specialized Money Team handling your books, taxes, and wealth — so you can grow profit and step away from the chair.
Serving Dentists Since 2008
400+
Dental Clients Served
93+
Coordinated Services
$1.2B+
Practice Revenue Managed
We Know Dentistry. These are some of the companies that trust us to work with their Dentists.
Free Resource
How does your practice compare?
Download our 2025 Dental Practice Benchmark Reports — real industry data on overhead, staffing, and profitability by specialty. See exactly where you stand.
01
Dental Practice
General and specialty dentistry overhead benchmarks, staff ratios, and profitability targets.
02
Oral Surgery Practice
Specialty-specific benchmarks for oral surgery and surgical practices across key financial metrics.
One team. One plan. No more piecing it together yourself.
Most firms do one piece well and leave you to stitch the rest together. We were built differently.
A complete Money Team
Planner, tax strategist, CFO team, and legal coordination — one unit, not vendors you manage.
Practice + personal, one system
We find the profit leaks in your P&L and turn them into a stronger practice and a bigger nest egg.
A clear roadmap
The Wealth Journey names exactly what stage you're in — and what comes next.
The Wealth Journey
A proprietary 5-stage framework designed specifically for dentists. We meet you wherever you are financially and guide you to where you want to be. Hover, click, or scroll through each stage to reveal your next move.
Profitable Practice
Get your Practice Profitability Snapshot and see exactly where your practice is leaking money — in under 2 minutes.
Get my SnapshotExcess Money to Invest
See the tax-efficient cash flow system we use to turn surplus profit into invested capital.
See the frameworkPassive Income
Read how we helped a specialist generate $61,000/month in passive income outside the chair.
Read the case studyWealth Accelerator
See how tax and entity strategy grew one practice's net worth from $3.98M to $17.8M in six years.
Read the case studyLeave a Legacy
Protect what you've built. Book a legacy and asset-protection review with our team.
Book a reviewYour Destination, Realized
Take the 2-minute Wealth Journey Assessment and get a personalized roadmap for exactly where you are today.
Take the assessmentReal Results. Real Dentists.
The transformations we've achieved for practices just like yours.
$2.6M → $4.3M
Practice Growth & Margin Expansion
By restructuring their DSO CFO tracking, we identified $150k in hidden overhead, growing revenue while expanding margins to 32%.
$61K/mo
Passive Income Generation
Transitioned an exhausted specialist from 100% clinical dependence to generating $61,000 monthly in passive real estate and market income.
$3.98M → $17.8M
Net Worth Acceleration
Through aggressive tax strategy, entity restructuring, and smart leverage, compressed decades of growth into a 6-year sprint.
Stop guessing. Start measuring against the best.
Our proprietary Practice Profitability Snapshot compares your practice directly against industry benchmarks for your specific specialty. See exactly where your practice is leaking money.
Click Here To See Where Your Practice Is Leaking ProfitOverhead Benchmark
General Dentistry
Dental Wealth Mastermind
Weekly insights on practice growth, tax strategy, and building passive income.
Free Consultation
A complimentary, no-obligation strategy call.
Spend 30 minutes with our team to see whether the Aligned Advisors family office model is the right fit for your practice and personal goals. Here's what we'll cover:
Review your current setup
A clear look at how your practice and personal finances are structured today.
Spot immediate opportunities
Where you may be overpaying in tax or leaking profit — and what to address first.
Map your Wealth Journey
See which of the five stages you're in and the defined next step toward freedom.
Complimentary and no-obligation. If we're not the right fit, we'll happily point you in the right direction.