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Raymond W
CFP®, Series 63
Roswell, GA
Dental Retirement Strategies, Inc.
Raymond Willeford is a CFP® with 22 years of industry experience and holds a Series 63 license. He is the principal advisor at Dental Retirement Strategies, Inc. and has been involved with Willeford CPA Wealth Advisors, LLC since 2003 and Willeford & Associates, CPA, PC since 1975. Dental Retirement Strategies, Inc. serves individual and high-net-worth clients, specializing in customized asset management and retirement plan design for dental practices. The firm employs an evidence-based, long-term passive investment approach using primarily institutional Dimensional Fund Advisors mutual funds, combined with retirement-plan consulting and dental analytics software support.
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