How Aligned Advisors Helps You to:

STEP AWAY FROM THE DENTAL CHAIR

ease Your financial headache

Multiply your wealth

Ready To Step Away From The Dental Chair?

We Align With Your Goals

Most dentists don't achieve their dreams because their plans and efforts work against their true goals.


The Aligned Advisors team aligns your financial plans to your dreams.


Every client receives a financial roadmap with action steps that will give you a 10/10 level of confidence in your financial plan.

What Doctors Say About Achieving Their Goals With Aligned Advisors...

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Dr. T

"I went from working at my practice 50 hours a week to working 20 hours a week bringing in double the income. I can safely say it's working"

Too Many Cooks In Your "Financial Kitchen"?

We Align Your Team

Your CPA might be giving you different advice than your financial planner.


Aligned Advisors brings with it a completely inhouse team of experts that assures all of your assets are working in alignment with each other and with your dreams.


You do dentistry best, we build wealth best.


Take the headache and stress off your plate with our dedicated team of wealth builders.

Too Many Cooks In Your "Financial Kitchen"?

We Align Your Team

Your CPA might be giving you different advice than your financial planner.


Aligned Advisors brings with it a completely inhouse team of experts that assures all of your assets are working in alignment with each other and with your dreams.


You do dentistry best, we build wealth best.


Take the headache and stress off your plate with our dedicated team of wealth builders.

Wealth Building Feeling Like A Guessing Game?

Build Wealth Like A CEO

Average methods of multiplying your money will at best give you average results.


Dentists have a lot of potential to leverage their excess capital and their practices efficiencies.


The Aligned Advisors teams works only with top performing dentists to multiply their assets.


Make your assets work for you, not against you.

What Doctors Say About Building Wealth Like A CEO...

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Dr. P

"The only thing I regret is not knowing Jonathan 10 years ago"


  • Year 1 Net Worth $3M


  • Year 3 Net Worth $17M

Too Many Cooks In Your "Financial Kitchen"?

We Align Your Team

Your CPA might be giving you different advice than your financial planner.


Aligned Advisors brings with it a completely inhouse team of experts that assures all of your assets are working in alignment with each other and with your dreams.


You do dentistry best, we build wealth best.


Take the headache and stress off your plate with our dedicated team of wealth builders.

Stressed Thinking About Your Financial Future?

We Provide A "Done-For-You" Team Of Experts

Your finances can seem OVERWHELMING to say the least.


Take the headache and stress off your plate with our dedicated team of wealth builders


Aligned Advisors brings with it, a completely inhouse team of experts that assures all of your assets are working in alignment with each other and with your dreams.


You do dentistry, we build wealth.

What Doctors Say About Our Team...

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Dr. A

"I love having a team of advisors that are on the same page, it really takes the burden off my shoulders"


  • Year 1 Net Worth $900K


  • Year 4 Net Worth $8M

begin your path to total time and money freedom

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All Rights Reserved.