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Wealth Management for Dentists

Bringing together your personal and practice’s financial needs with comprehensive wealth management.

Dentist with patient

As any dentist knows, prevention is key.

At Creative Planning Dental, we help prevent small financial mistakes that can lead to big problems down the road. We understand your unique challenges as a medical professional, business owner, employer and family member, and we offer a team of qualified professionals focused on helping you plan for the future, whatever it may hold.

Working with us is simple and painless. No Lidocaine needed.

We provide comprehensive wealth planning services to help navigate your unique financial challenges.

  • Strategic Tax Planning
  • Employee benefits and payroll
  • Business succession planning
  • Trust and estate planning
  • Tax-efficient investment management
  • Retirement planning for yourself and your employees
  • Insurance to protect your practice and your family
  • Planning for equipment purchases
Dental patient smiling

Our Approach

We understand the unique financial challenges faced by dental professionals, and are here to help guide you toward achieving your financial goals, both today and long into the future. Our goal is to make it as painless as possible to access a full suite of financial and estate planning services from qualified fiduciary advisors focused on helping you achieve financial independence.

Our Team

At Creative Planning Dental, we support dentists with a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. We provide custom fiduciary advice that puts your best interests first, at all times.

Dentist looking at x-rays

Recent Insights

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021