DentVest LLC

DentVest is a small, state-registered independent advisory firm that serves a limited client base including individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, and charitable organizations. The firm provides discretionary portfolio management using third‑party managers and model portfolios, together with comprehensive financial planning covering retirement, estate, tax, business, insurance, cash‑flow, and college planning.

The firm’s investment work is primarily passive and model‑driven, using XY Investment Solutions’ model portfolios built on Modern Portfolio Theory and executing accounts via the Betterment For Advisors platform, while also employing fundamental analysis when conducting individual investment reviews. Client relationships are implemented through individualized investment policy statements, discretionary authority to manage model allocations, and periodic monitoring and reviews (typically on a quarterly basis).

Compared with peers, DentVest is notable for its very small asset base and client roster combined with reliance on technology‑driven model providers and the Betterment For Advisors platform, from which it receives support services that could influence custodian recommendations. The firm’s principal maintains a part‑time CFO role with a dental practice and the firm’s prior branding suggests a possible orientation toward medical/dental clients; DentVest generally relies on custodian statements rather than issuing separate written performance reports for investment management clients.