I Am An:
Owner Dentist
Take advantage of tax-efficient retirement plans, as well as professional guidance for your personal financial plan.
We work with dentists in all stages of their careers!

About Us
DBSIA specializes in working with dentist clients. We provide our clients with the tools and guidance to pay off debt, build their portfolio, maximize their profitability, and plan for retirement.

Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.

Schedule a Consultation
We offer a free consultation to review your portfolio and your overall financial situation.

Events & Presentations
We regularly host educational events and seminars for dental professionals.

Our Resources
Our resource center offers a broad spectrum of timely, informative articles written with you in mind.
Our Team


8 Timeless Principles of Investing
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.