The transaction, expected to close in the fourth quarter, will result in Dental Wealth Advisors becoming part of Buckingham Strategic Wealth, according to an Aug. 29 news release from Buckingham Strategic Wealth.
Dental Wealth Advisors provides fee-only investment management support to dentists and other dental practice personnel during and after their careers.
Buckingham Strategic Wealth offers investment services to individuals, families, nonprofits and other organizations.
At the Becker's 5th Annual Future of Dentistry Roundtable, taking place November 12–14 in Chicago, dental leaders and executives will gain insights into emerging technologies, practice growth strategies and the evolving landscape of dental care delivery, with a focus on innovation, patient experience and operational excellence. Apply for complimentary registration now.
