Your financial success is an ongoing process — not a product. * Real clients — not stock photos
Who we are
Looking to change advisors? Transferring your accounts to us is easier than you think.
Call us to get a second opinion to make sure that you are on the right track.
“It’s not how much money you make, but how much money you keep and how hard it works for you.”
What makes us different?
Does your advisor meet these standards?
|Dent is an independent investment advisor registered with the SEC. We have no broker-dealer affiliation. We work for you.||?|
|We have accepted the legal fiduciary responsibility to put your interest first. Not all advisors are held to this standard.||?|
|We do not offer proprietary funds. This avoids a significant conflict of interest.||?|
|We coordinate your financial and retirement planning, trust and estate planning, tax planning, investment management, and risk management with our qualified partners.||?|
|Our team includes a Certified Financial Planner CFP®, a MBA, and a Chartered Financial Analyst CFA charter holder.||?|
|Our team has more than 80 years combined experience in our serving four generations of families.||?|
|We respond promptly to your questions.||?|
|Our overall fees are equal to, or less than, those of an average mutual fund.||?|
|We have a fee-only compensation structure. We are not compensated by commissions.||?|
There is no such thing as a free dinner. We don't host fancy seminars at restaurants. Instead, we invite you into our office to have a face to face meeting to see if there is a fit between us. Contact us now to set up an appointment. The coffee is on us.