A complete list of active advisors currently associated with Financial Freedom for Dentists LLC

Warmer can help you find a great advisor at Financial Freedom for Dentists LLC or one who fits your needs even better.

Financial Freedom for Dentists LLC advises dentists along with other individual and high-net-worth clients and also provides services to corporations and employer-sponsored retirement plans. Its service menu includes discretionary portfolio management, variable annuity oversight, retirement-plan support (including acting as a 3(38) investment manager and participating in pooled-employer plan arrangements), and both initial and ongoing financial planning and consulting. The firm constructs portfolios using Modern Portfolio Theory and typically manages accounts on a discretionary basis, with at least quarterly monitoring, periodic rebalancing, and attention to tax-loss harvesting opportunities. Financial planning is tailored to client goals and integrated with investment management; clients above a specified asset threshold may receive a comprehensive plan at no separate charge and certain plan clients receive more frequent plan updates. Noteworthy differences from many peers include a program of public educational seminars and workshops on investments and retirement topics (delivered as education rather than individualized tax or investment advice) and explicit retirement-plan education and group enrollment support for plan participants. The firm is a small advisory team overseeing roughly $182 million across about 119 client relationships and discloses it does not accept external compensation for the sale of securities.

To learn more about the advisors currently working at Financial Freedom for Dentists 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
Loyd Burleson III	Snoqualmie, WA	5
Nathan Ricks	Snoqualmie, WA	24
Christian Sessions	Snoqualmie, WA	3

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