We help dentists navigate their financial well-being so they can make confident decisions and enjoy life — now and through retirement.
Assets Under Management
Households Served
Retirement Plans Managed
Serving Dental Professionals
The shift our clients experience when they have a plan, a team, and the clarity to move forward.
Maybe you started investing on the side — picking stocks here and there. Maybe you tried an online tool for a financial plan — but you're still lost. You know you should be doing more, but you are not sure what "more" looks like or where to start.
You know where you stand today, where you want to go, and how to get there. Your investments are managed by a team that understands your profession and your goals. That weight you were carrying? It is off your shoulders — focus on your patients, your practice, and your life.
We educate first, then implement. Every recommendation starts with understanding your complete financial picture.
A personalized roadmap for cash flow, debt management, savings, and long-term goals — updated as your career evolves from associate to practice owner to retirement.
Relevant asset allocation specific to each client's goals, risk tolerance, and timeline. Research-based portfolio management.
Custom retirement plan with fiduciary management for dental practice owners. Tax-optimized design for maximum efficiency.
Disability and life insurance built for dental professionals. Virtus has been one of the market leaders with these products since 2009.
Our entire practice is built around the financial realities of dental careers. We know what level of debt you carry, what it takes to manage cash flow through career transitions, and what decisions matter most at each stage — because that is all we do.
We put our level of service above everything. That means regular communication, proactive outreach, and a team that is available when you need them. Your financial plan is not set-it-and-forget-it — and neither is our relationship with you.
We invest in best-in-class platforms so you can access your financial plan and investments on your terms. Real-time information, clear dashboards, and the transparency to see exactly where you stand — anytime.
"I've had the pleasure of working with Virtus Financial Partners over 10 years. The foundation of our successful dental practices has always been delivering an exceptionally high level of service; something we also consistently receive from Virtus."
— Multi-practice Owner, General Dentist
"Working with Virtus has given me real clarity and confidence. Their planning-first approach has made a meaningful difference for my future and my practice."
— Practice Owner, General Dentist
"The Virtus team has been a part of my family's financial journey from day one. We couldn't be happier with their dedication, attention to detail, and overall commitment to our financial goals."
— Practice Owners, Oral Surgeon & Orthodontist
"We've trusted the Virtus Team since finishing our post-doctoral programs. They have a unique ability to explain complex financial concepts in a way that makes sense to us."
— Practice Owners, Periodontist & Pediatric Dentist
"There isn't a single financial life decision we make where we don't first schedule 30 minutes with our Virtus advisor prior."
— Associate General Dentist
"Virtus has been excellent for my financial planning and growth as I've transitioned all the way from a student to a practice owner."
— Practice Owner, General Dentist
"I've had the pleasure of working with Virtus Financial Partners over 10 years. The foundation of our successful dental practices has always been delivering an exceptionally high level of service; something we also consistently receive from Virtus."
— Multi-practice Owner, General Dentist
"Working with Virtus has given me real clarity and confidence. Their planning-first approach has made a meaningful difference for my future and my practice."
— Practice Owner, General Dentist
"The Virtus team has been a part of my family's financial journey from day one. We couldn't be happier with their dedication, attention to detail, and overall commitment to our financial goals."
— Practice Owners, Oral Surgeon & Orthodontist
"We've trusted the Virtus Team since finishing our post-doctoral programs. They have a unique ability to explain complex financial concepts in a way that makes sense to us."
— Practice Owners, Periodontist & Pediatric Dentist
"There isn't a single financial life decision we make where we don't first schedule 30 minutes with our Virtus advisor prior."
— Associate General Dentist
"Virtus has been excellent for my financial planning and growth as I've transitioned all the way from a student to a practice owner."
— Practice Owner, General Dentist
About These Testimonials
The statements above are from current advisory clients of Virtus Financial Partners, LLC ("Virtus"). No cash or non-cash compensation was provided, directly or indirectly, in exchange for these testimonials.
Material Conflicts of Interest. Each client providing a testimonial above has also purchased insurance products through a Virtus advisor acting in his or her separate capacity as a licensed insurance agent. Those insurance products generate commissions paid to the advisor, creating a financial relationship between the advisor and the client beyond the advisory relationship. This relationship may influence the client's willingness to provide a positive testimonial. Additional information about insurance-related conflicts is provided in Item 10 of our Form ADV Part 2A Firm Brochure.These testimonials reflect each individual client's experience and may not be representative of the experience of other Virtus clients. Past results are not a guarantee of future success.
