About

About

About2023-04-28T01:29:00+00:00

Real-life strategy for dentists.

Our financial planning service offers customized, commission-free advice specifically designed for dentists to help them optimize their financial strategies, maximize their savings, and plan for a successful future.

  • Expertise in Dental Specific:
    General Dentist, Pediatric Dentist, Orthodontist, Periodontist, Endodontist, Oral Pathologist, Oral Surgeon, and Prosthodontist.
  • Commission Free Approach to financial management:
    We’re registered as a fee-only non-commission financial planning firm which eliminates all conflicts of interest
  • Customized financial solutions for dentists at every stage:
    Early Career/Associates, Mid-Career/Associates & Early Business Owners, Late Career/Established Business Owners, Retired/Wealth Preservation

OUR WHY

Wealth Practice was founded by Ian McGinnis, a financial planning expert who recognized that many financial firms prioritize sales over advice. Ian’s experience working in two previous firms inspired him to create a company that prioritizes personalized advice and tailored solutions over selling products. With a deep understanding of the unique financial challenges that dentists face, Ian is committed to helping dental professionals achieve long-term financial success through expert advice and customized financial planning services that meet their specific needs and goals.

Our staff is extremely qualified to help you grow

Ian McGinnis

Ian is the founder of The Wealth Practice and worked for two major corporate firms previously. Ian is a former collegiate athlete and graduated from Belhaven University. Ian is happily married to Megan, and they have three boys, Carter, Brewer, and Micah. Ian enjoys spending his time with family, friends and anything outdoors.

Josh Davis
Chief Investment Officer

Tara Barton
Client Relationship Manager

Kathy Santana
Administrative Assistant

Sam Waters
Marketing Coordinator

Services with Fees

Customized financial solutions for dentists at every stage.

EARLY CAREER // Associates2023-04-17T02:32:42+00:00

Get your finances on the right track by building liquidity, paying down loans and working towards your next step.

MID-CAREER // Associates and Early Business Owners2023-04-17T02:33:22+00:00

Plan your finances to make more money, grow your business, and secure your future.

LATE CAREER // Established Business Owners2023-04-17T02:33:58+00:00

Aim to maximize tax savings and investment returns, while also planning for a successful exit strategy.

RETIRED // Wealth Preservation2023-04-17T02:34:32+00:00

Live the life you want while ensuring that your wealth and security are taken care of.

© All rights reserved • The Wealth Practice • Website by Waters Creative

Let’s Make Things Happen

Contact Info

41 Avada Avenue, Florida, 98765

403-904-3623

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