Whether you’re an associate just starting out or the owner of a growing dental practice, our team is here to help you build long-term wealth, optimize tax strategies, and protect your assets with confidence.

We work with dental professionals across a wide spectrum of roles and specialties. Our clients include:

Whether you’re employed by a practice or running your own, OMNI 360 Advisors offers personalized solutions to help you manage your finances more effectively at every stage of your dental career.

Dentists often juggle clinical responsibilities with the demands of business ownership. That’s why our financial services are designed to simplify decision-making, support practice profitability, and align your financial plan with your long-term goals.

Dental school often comes with significant debt. We help early-career dentists assess repayment options, including refinancing, income-driven plans, and early payoff strategies. Our team designs a customized plan that aligns with your budget, goals, and timeline, while freeing up capital for other priorities.

With high income comes higher tax responsibility. We create proactive tax strategies that help reduce your annual liability through retirement contributions, business deductions, entity structuring, and family-based tax planning. Practice owners also benefit from our insights into depreciation, cost segregation, and expense tracking.

Owning and operating a dental practice means managing overhead, payroll, equipment purchases, and regulatory compliance. We help you build sound financial systems that improve profitability, forecast cash flow, and guide long-term growth. Whether you’re running a solo office or multi-location group, our advisors are equipped to support your business operations.

We guide dentists in selecting and managing retirement plans that match their career stage and income level. Whether it’s a 401(k), SEP IRA, or profit-sharing plan, we help maximize contributions, reduce tax exposure, and create diversified investment strategies tailored to your timeline and risk tolerance.

Protecting your income and assets is essential. We evaluate your current insurance coverage and recommend plans that offer appropriate protection, including disability insurance, malpractice insurance, business liability, and personal life insurance. Our goal is to ensure you’re covered against financial disruptions.

As your wealth grows, so does the need to plan for the future. We coordinate with estate attorneys to ensure you have the right documents in place—wills, trusts, powers of attorney, and healthcare directives. We also advise on gifting strategies and wealth transfer techniques to preserve your legacy.

The way your dental practice is structured impacts your taxes, liability, and exit strategy. We help new owners choose the optimal entity type and support established dentists in planning for succession, partner buy-ins, or practice sales. Our advisors provide valuation support and guidance on deal structure to ensure a smooth transition.

We go beyond numbers. Whether you’re planning to purchase a new home, pay for your children’s education, or travel in retirement, we help you incorporate your lifestyle goals into your broader financial plan. Our holistic approach ensures your finances work in service of your life, not the other way around.

We understand the financial dynamics specific to dental professionals, from equipment financing to hygiene team management to navigating insurance reimbursements. Our team brings experience and insight that saves you time and money.

We don’t just focus on taxes or investments—we look at your full financial picture. By integrating personal and business planning, we help dentists create a cohesive strategy that builds long-term wealth and stability.

Your schedule is packed. We respect your time by delivering clear, actionable advice and seamless service so you can stay focused on running your practice and serving your patients.

Our commitment doesn’t stop with a tax return or investment plan. We’re your ongoing partner, adjusting strategies as your practice grows and life evolves.

Dentistry is a demanding profession. Let OMNI 360 Advisors help you make smarter financial decisions that lead to greater peace of mind and long-term success. From student loans to practice expansion and retirement, we’re here to support every step of your financial journey.

Call us at (609) 452-0889 or contact us online to schedule your complimentary consultation with a team that understands the unique financial needs of dentists.

How we do business – ADV Part 3 – CRS (Please see attached document)

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