Dental Wealth Advisors, a wealth management firm, will join Buckingham Strategic Wealth, an investment adviser.
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.