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Our Clients

We help dentists, doctors and business owners achieve financial success.

Published in Dental Entrepreneur, DDSMatch Academy and Rhythm Systems Blog. Heard on Get Off The Treadmill and Healthcare Digital Marketing podcasts.

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Financial planning as unique as your dentistry practice.

See Why Dentists Work with Us
Dentists

Why do dentists work with NaviPath Financial?

Dentists have unique needs and concerns that require an additional level of advice that advisors who work with all types of clients may not have. Dentists also need an advisor that will give unbiased advice that is not dependent on selling a product.

At NaviPath Financial, we offer consultative advice and understand the dental industry so that we can provide unique insight into the complexity of a dentist’s financial future. Listed below, are reasons why a dentist would want to work with an advisor who understands their specific needs.

Physicians

Helping physicians manage their wealth.

See Why Physicians Work with Us

Why do doctors work with NaviPath Financial?

Doctors have unique needs and concerns that require an additional level of advice that advisors who work with all types of clients may not have. Doctors also need an advisor that will give unbiased advice that is not dependent on selling a product.

At NaviPath Financial, we offer consultative advice and guidance to the medical industry so that we can provide unique insight into the complexity of a doctor’s financial future. Listed below, are reasons why a doctor would want to work with us.

NaviPath Financial specializes in ongoing and comprehensive financial guidance to doctors. They are independent, unbiased and act as fiduciaries to serve your best interest.

Offering business owners and executives the best advice and resources for you and your family.

See Why Businesses Work with Us
Business Owners

Why do business owners work with NaviPath Financial?

Business owners have unique needs and concerns that require an additional level of advice that advisors who work with all types of clients may not have. Business owners also need an advisor that will give unbiased advice that is not dependent on selling a product.

At NaviPath Financial, we offer consultative advice and understand the business owner so that we can provide unique insight into the complexity of a business owner’s financial future. Listed below, are reasons why a business owner would want to work with an advisor who understands their specific needs.

NaviPath Financial specializes in ongoing and comprehensive financial guidance to business owners. They are independent, unbiased and act as fiduciaries to serve your best interest.

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Here at NaviPath Financial, we seek to serve each and every client as an individual who matters. Contact us today!