Your financial success is a journey.
Plan now, to relax later
What is your plan to achieve your dreams & goals?
Call us now to begin the process of us discovering what you want and to implement a plan to achieve it.
What makes us different?
|Dent Asset||Other Advisors|
|Dent Asset Management is an independent investment advisor registered with the SEC. We have no broker-dealer affiliation. We work for you.||?|
|Our firm has accepted the legal fiduciary responsibility to put your interest first. Not all advisors are held to this standard.||?|
|Our compensation is solely the fee agreed upon by you and us. We receive no commissions, hidden fees, or payment from any outside source. Our fee is less than or equal to that of an average equity mutual fund.||?|
|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®, an MBA, and a Chartered Financial Analyst CFA charter holder.||?|
|Our team has more than 80 years combined experience in serving four generations of families.||?|
|We meet with you regularly for meaningful face-to-face strategy meetings.||?|
What would you like your relationship with your fiduciary advisor to be? 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.