Financial Planning & Investments

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Align Your Personal & Professional Financial Plans

Endorsed by the Michigan Dental Association® (MDA), our fee-only financial planning and retirement division provides dedicated investment services and goal-based planning services with the highest level of fiduciary care to our dentistry professionals.

We make our team available to accommodate the various educational and scheduling needs of our working professionals through live enrollment meetings, phone and web conferences and one-on-one consultations available either in their office or a convenient location of their choosing.

Investment Management

  • Individuals (IRA, Roth IRA, Brokerage)
  • Companies (401(k), SEP-IRA, SIMPLE-IRA, Cash Balance Plans)

Financial Planning

  • Retirement Planning
  • Budgeting & debt reduction strategies

For Individuals

As Certified Financial Planners™, our advisors are dedicated to understanding and discussing your financial goals, timelines and the steps needed to stay on track. Working by your side, we will assist in the selection of investment vehicles and strategies that are the best fit for your comprehensive needs. As discretionary investment managers, we are also able to manage the ongoing research, trading, rebalancing and maintenance activities needed to proactively align your investments with your goals through our commitment, on-going service and support.

For Business Owners

When considering introducing a qualified retirement plan to a dental practice, we are able to partner with our tax division to identify the most advantageous plan structure for both you as the business owner and as well as your employees. From there we will conduct a provider comparison to assist in selecting the best option based on needed features, benefits and costs. We will establish the investment options and provide the guidance and resources needed for plan participants to understand and utilize the full benefits of their accounts on an ongoing basis.

Get Started

To learn more about our financial planning and investment services, contact us or call 800-327-2377 today for a consultation.

DBS Investment Advisers, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Information on this website is directed toward U.S. residents only.

This website is a publication of DBS Investment Advisers, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services, or products found on websites linked hereto.

DBS Investment Advisers, LLC is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant.