Building a professional dental practice that provides superior care is a unique challenge that takes commitment and focus. Being distracted by financial planning and investment management issues, and having to deal with multiple advisors, can have a significant negative impact on your ability to develop and sustain a practice you are proud to own.

That’s why we have created the Northern Dental Alliance, an alliance of top professionals to assist with all aspects of a dentist’s financial world. We are able to choose and coordinate from among these advisors to improve the quality of the business planning we provide. Because we are compensated on a fee-only basis, we are able to act as a fiduciary for our clients (always acting in your best interest). This allows us to recommend other advisors who best meet your needs. We can also work with existing advisors. In each instance, we are accountable for making sure all aspects of your plan are covered and all recommendations are implemented.

At Aurochs Financial Group, our job is to help dentists put a plan in place that ensures the achievement of their most important financial goals. A plan that allows them to live their life with purpose and matches their values. We help families make smart choices with their money. We are comprehensive financial planners and comprehensive wealth managers. We are not commission based. We are fee-only. It is a unique approach. Ask us about it—we’re happy to explain the benefits!

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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