Financial Planning for Dentists

Build Wealth and Grow Your Practice with Buttonwood Financial Group

As a dentist, you’ve worked hard to build your practice, but managing its financial complexities alongside your personal wealth can be daunting. At Buttonwood Financial Group, we serve as your Family CFO, working to simplify financial decisions so you can focus on your patients and your practice while we focus on your financial success. 


Expertise in Working with Dentists 

We have extensive experience working with dentists who own and operate their own practices. Our Team understands the unique financial challenges you face, from practice expansion and managing cash flow to tax planning and employee benefits. With our expertise, we proactively structure dentists’ financial lives efficiently – both in business and at home – so they can build long-term wealth for generations to come. 

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Comprehensive Strategies to Grow Your Wealth

As your Family CFO, we provide a holistic approach to wealth management for dentists, addressing: 

  • Investment Management

    Working to optimize portfolios to align with your personal and professional objectives. 

  • Dental Practice Expansion

    Strategy development and implementation to expand your dental practice – aligned with your vision.

  • Employee Benefits

    Coordinating group benefits for your employees, allowing you to focus on what you love about being a dentist. 

  • Succession & Exit Planning

    Preparing for the future with long-term strategies designed to ensure your practice’s continued success.

  • Retirement Planning

    Developing retirement optimization and effective cash flow strategies designed to allow you to live your desired retirement lifestyle.

  • Tax Planning

    Identifying opportunities to reduce tax burdens and increase efficiency. 

  • Estate Planning

    Protecting your wealth for generations, while safeguarding your younger generations even when you’re gone.

Planning for Practice Growth and Real Estate Investment 



You take care of your patients and your practice – we’ll manage your financial life.

Expanding your dental practice often involves real estate decisions – whether it’s purchasing office space, opening additional locations, expanding your current space, or investing in commercial properties. Our Team works to:



  • Coordinate the Review of Financing Options with Lenders 
  • Analyze Buy vs Lease Considerations 
  • Optimize Real Estate Holdings for Wealth Accumulation 

Our Approach to Supporting Dentists

At Buttonwood Financial Group, we believe in providing proactive, personalized services that fit seamlessly into your life and practice. Our hands-on approach is designed to let you focus on what is important to you, while we coordinate the financial side – keeping you informed along the way. 

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Case Study: Supporting a Dentist through Expansion & Planning for Succession

A female dentist is standing in front of a dental chair in a dental office.

Getting Started With Our Services

Understanding Your Goals

Beginning your journey with Buttonwood Financial Group is straight forward. We take the perspective of a CFO, as we begin with a conversation, completely obligation-free, where we will talk about your overall objectives as well as about what you both enjoy, and don’t enjoy doing in both your business and personal life. Following our conversation, we'll develop a personalized outline of tailored strategies we would recommend implementing to address each of the items discussed.


Our objective with this process is to understand the complexities you are experiencing and illustrate, with examples, how we would address each item. If this process and our strategies make sense, we will have you sign a letter of engagement, and we will begin to implement on your behalf. You will have a clear roadmap and the technology to track our progress along the way.


Fostering A Continuous Relationship

Once we have begun to implement, we will continue to learn, advance and develop our strategy. We believe in building a lifelong partnership, offering ongoing support and proactive management of both your personal and business finances. This includes regular meetings to review progress, adjusting strategies as needed, and ensuring you're on track to meet your financial objectives. With Buttonwood Financial Group by your side, you can rest assured you have a trusted partner dedicated to your financial well-being every step of the way.


Contact us today for your introductory conversation or call at 816-285-9000. 

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