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HELPING DENTISTS MAKE SMART FINANCIAL DECISIONS
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Meet Nathan J. Ricks, CFP, MS
"Dentists have a much higher likelihood of reaching their financial goals if they establish a written financial plan and regularly review their plan with a trusted advisor."

Nate is a business graduate of Brigham Young University and holds a Masters of Science in Financial Planning from the College of Financial Planning. Nate is a Certified Financial Planner™ (CFP).

Dental Wealth Advisors, LLC is a Registered Investment Advisory focusing on the comprehensive financial needs of dentists and specialists during their practice careers, into and through retirement. DWA takes a holistic approach to personal finance — focused on facilitating client goals and addressing client concerns. We take great pride in turning overwhelm into process and helping our clients make great decisions about finances.

Dental Group, LLC is an active member of the Academy of Dental CPA's (ADCPA) a national association of 25 top CPA firms specializing in tax, financial and practice management services to dentists. The Dental Group, LLC, provides proactive, hands-on services to assist dentists to effectively manage their practices, plan for and reduce taxes, establish long-term financial goals and develop, implement and monitor plans to realize those goals. The firm has a subspecialty niche working with practice buyers and associateship/partnerships — providing comprehensive evaluation and transition consulting as well as business planning, financing and related consulting.

Dental Group, LLC works with clients to increase practice profitability in a customer service based environment. The firm has a strong bias toward wealth accumulation through the process of financial planning and implementation: "It is not about gross, or even ultimately about net. Rather; it is about wealth accumulation and achieving long-term goals." Getting clear about your long-term goals and financial concerns, building a written financial and investment plan and establishing an ongoing process for monitoring and updating your plan provides a tremendous increase in quality of life and allows you to spend your time focusing on the people and activities most important to you.

Nate has been providing financial planning and wealth management services since 1995, focusing directly on dentists and specialists since 1999. Nate, his wife Sarah, and their children live in Snoqualmie and enjoy hiking, camping, participating with their church and a host of family and academic activities.









Phone: (425) 216-1612
Fax: (425) 216-1613
Email: mail@cpa4dds.com
The Dental Group, LLC
5808 Lake Washington Blvd #101
Kirkland, WA 98033


 

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