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 serves primarily high‑net‑worth individuals, along with trusts, estates, businesses and retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement‑plan advisory services, including ERISA fiduciary support. The firm’s investment process is primarily long‑term and portfolio‑construction focused, using low‑cost mutual funds and ETFs, individual equities and bonds, and, when appropriate, alternative investments or unaffiliated independent managers; MedDent Solutions employs a mix of fundamental, technical, cyclical, behavioral and charting analyses to guide allocations and rebalancing. For retirement‑plan clients the advisor offers plan‑level services such as investment policy development, vendor analysis, benchmarking, performance reporting and participant education. Distinctive features include operating as a solo practitioner while providing access to sponsored private investment vehicles through affiliated entities (JAM Capital and Brynes Capital), with the firm disclosing direct and indirect compensation for that access and stating it will recommend those investments only when appropriate for the client. The firm also discloses affiliated business‑coaching activities and the principal’s paid speaking, teaching, and seminar work; these educational and affiliated offerings are presented as optional services and identified as potential conflicts of interest.
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 |
|---|---|---|
Santa Rosa Beach, FL
| 9
|
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