A complete list of active advisors currently associated with Dental Wealth Partners LLC

Warmer can help you find a great advisor at Dental Wealth Partners LLC or one who fits your needs even better.

Dental Wealth Partners provides investment advisory and financial planning primarily to dental professionals through its Dental Wealth Advisors d/b/a and to other individuals under Virtue Wealth Partners, offering discretionary asset management, comprehensive financial planning, and a stand‑alone dental practice valuation service. The firm also delivers retirement plan consulting to plan sponsors, including plan design, investment lineup selection and benchmarking, and participant education. The firm tailors portfolios to clients’ goals, time horizons, and risk tolerances, employing strategies such as asset allocation, dollar‑cost averaging, technical analysis, and tax‑aware investing (including Roth conversion analysis) while coordinating with CPAs and other professionals. Clients can impose written investment restrictions, receive regular portfolio monitoring and annual reviews, and access tiered ongoing planning engagements for more frequent collaboration. Distinctive elements include a practice‑specific valuation product completed with outside valuation contractors and an emphasis on practice transition and liquidity‑event modeling tied to personal financial plans. The firm’s offering of pension consulting and integration of cash‑balance/defined‑benefit plan work alongside individualized planning is less common among independent advisers and reflects a practice‑focused service set that coordinates plan governance, tax strategy, and asset management.

To learn more about the advisors currently working at Dental Wealth Partners LLC, 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
Ian Mc Ginnis	Jackson, MS	6

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