A complete list of active advisors currently associated with Dental Retirement Strategies, Inc.

Warmer can help you find a great advisor at Dental Retirement Strategies, Inc. or one who fits your needs even better.

Dental Retirement Strategies, Inc. advises individual and high‑net‑worth clients and provides customized asset management alongside retirement plan design and administration for dental practices. The firm’s services include continuous portfolio management tailored to client goals, as well as consulting and implementation support for practice retirement arrangements. The adviser follows an evidence‑based, long‑term passive approach grounded in Modern Portfolio Theory and primarily uses institutional Dimensional Fund Advisors mutual funds, with annual rebalancing and an emphasis on broad diversification. For clients needing fixed‑income customization, the firm may construct laddered portfolios of individual bonds and will use other mutual funds, ETFs, or listed securities when appropriate. What is distinctive about the firm is its niche focus on dental practices and the combination of investment management with retirement‑plan consulting and dental analytics software support, for which the principal charges separate fees. That mix of industry‑specific consulting, use of institutional‑only DFA funds, and willingness to build customized bond ladders for larger portfolios is atypical among independent advisers that mainly serve individual clients.

To learn more about the advisors currently working at Dental Retirement Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Raymond Willeford III	Roswell, GA	22

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