FINANCIAL FREEDOM FOR DENTISTS LLC

Overview

Financial Freedom For Dentists LLC is an independent registered investment adviser that focuses on serving dentists and small-business owners with a mix of financial planning and portfolio management. The firm delivers fee-based advice under a combination of percentage-of-AUM and fixed-fee arrangements and supplements ongoing advisory work with educational seminars and pension consulting. Service lines explicitly include financial planning, portfolio management for individuals and small businesses, pension consulting services and client-facing workshops. Investment activity is weighted toward pooled public strategies rather than concentrated single-stock bets. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It operates as a single-owner RIA that registered with the SEC in 2021 and concentrates on individual, family and institutional clients with an emphasis on building diversified retirement and practice-transition plans for dental professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices