A complete list of active advisors currently associated with Meddent Solutions
Warmer can help you find a great advisor at Meddent Solutions or one who fits your needs even better.
MedDent Solutions provides wealth management to high‑net‑worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning, including advice on alternative investments for qualified or accredited investors. The firm reports management of roughly $28.2 million for a small client base and generally requires a $1 million relationship size, with exceptions allowed at the firm’s discretion. The firm’s investment process is primarily long‑term and diversified, typically using low‑cost mutual funds and ETFs alongside individual stocks, bonds and selected alternatives, and it draws on fundamental, technical, cyclical, behavioral and charting analysis. MedDent Solutions also may engage independent managers and provides retirement‑plan fiduciary services that include participant enrollment and education tracking; the principal’s public speaking and teaching activities are disclosed as part of the firm’s educational offerings. Distinctive features disclosed in the brochure include affiliated sponsorship and syndication activities: the firm’s ownership has a role in JAM Capital and in a life‑settlement vehicle (Brynes Capital), through which clients may be offered access to private investment opportunities for which the firm and its principals receive compensation. The firm also operates an affiliated business‑coaching practice (MedDent Business) and has a small, focused client base and a principal with a dental practice background—factors the brochure identifies as potential conflicts that the firm says it addresses through disclosure and suitability assessments; the brochure likewise discloses prior client complaints related to a franchise recommendation that were settled in mediation.
To learn more about the advisors currently working at Meddent Solutions, 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 |
|---|---|---|
Alys Beach, FL
| 9
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")