Welcome OHSU School of Dentistry
We’ve been helping OHSU SOD graduates plan their financial future for more than a decade.
Let’s work together to get your finances in order
About Us
We started providing financial planning services in 1987 and now serve clients in many states. Our team places great value in your financial goals. We help navigate the many challenges of transitioning from school or residency, to becoming a practitioner.
Solutions
From Student To Practitioner
Our planning process is guided by establishing trust and demonstrating integrity during every client interaction. Expect access, attention to detail, and strict confidentiality in every client engagement with our team.