Professional Alliance Investing
Whether it is wealth building, individual retirement options or student loans debt that you want financial advice on, you have options. MDIS does not have a financial advisor on staff, and it is clear that using a “Trusted Partner” who has experience with dentists is just what our clients need.
The options linked below available are yours to choose from, and we invite you to reach out to research who is the right fit for your needs.
Any financial advisor listed on this page is an option for clients or potential clients of MDIS to utilize without determination from MDIS; the choice is that of the client or potential client of MDIS solely. An Advisor has no obligation to accept any referred client as a client and may terminate its relationship with a referred client at any time. Similarly, any referred client is free to terminate its relationship with an Advisor at any time.
DentalWealthRx
Contact
Mark Johnson
314-997-1652
Website
DentalWealthRx provides a range of financial services through, RBF Wealth Advisors, an independent Registered Investment Advisor based in St. Louis. RBF has eleven wealth advisors with over $600 million in assets under management. Services include investment management, employer-sponsored retirement plans, student loan repayment planning, customized financial planning and insurance planning. The DentalWealthRx team, led by Mark Johnson, works with hundreds of dentists across the nation. Mark has more than 30 years in the investment and financial planning industry and more than 13 years working with dental professionals. As part of the MDIS Professional Investing Alliance program, DentalWealthRx provides a 25% discounted fee for investment advisory services.
Disclosures
Solicitor Disclosure | Advisor Disclosure 1 | Advisor Disclosure 2
Mark D. Johnson offers products and services using the following business names: DentalWealthRx.com, StudentLoansRx.com and RBF Wealth Advisors. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RBF Wealth Advisors, a Registered Investment Advisor. RBF Wealth Advisors is not affiliated with Missouri Dental Insurance Services.
NobleVest Private Wealth
Contact
Geoff Stufflebam
417-512-2100
Website
NobleVest Private Wealth is a team of six financial advisors managing over $725 million in client assets and is dedicated to helping families, business owners, and retirement plan participants pursue their financial goals through personalized financial planning and investment management.
As a trusted Professional Alliance Investing partner of Missouri Dental Insurance Services (MDIS), NobleVest is proud to serve the financial needs of Missouri dentists, their practices, and their families. MDIS members are primarily supported by Geoff Stufflebam, CRPS®, Austin Whitton, CFP®, Morgan Spillman, and Ken Roberts, CRPS®, who specialize in retirement plan design, participant education, investment management, and comprehensive financial planning.
NobleVest provides MDIS members with highly competitive retirement plan solutions as well as preferred pricing on personal investment management services. Through the MDIS partnership, members receive a 25% reduction in advisory fees from NobleVest's standard pricing schedule, with the potential for additional discounts based on overall relationship size.
Disclosures
Solicitor Disclosure | Advisor Disclosure 1 | Advisor Disclosure 2
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. NobleVest Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
The Archer Team at Wealth Enhancement
Contact
Tim Gaigals or Connor O'Keefe
913-386-7785
Website
The Archer Team at Wealth Enhancement, a team led by Timothy Gaigals, CFP® and Connor O'Keefe, have formed a strategic partnership with MDIS to offer its members exceptional retirement plan services. The Archer Team at Wealth Enhancement has maintained a dedicated focus on retirement plans and wealth management since its inception. Our commitment to your retirement plan includes regular on-site meetings, complemented by 24/7 availability via phone and web.
In addition, The Archer Team at Wealth Enhancement offers comprehensive financial planning to all plan participants at no additional cost. MDIS has negotiated a discount through our strategic partnership on behalf of all members on retirement plan and wealth management services through the Archer Team at Wealth Enhancement. Tim, with over two decades of experience, works with many dentists across the Midwest on their unique retirement planning needs. For a reference or a complimentary no obligation consultation, please contact us.
Disclosures
Solicitor Disclosure | Advisor Disclosure 1 | Advisor Disclosure 2
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement®.
For more information regarding any coverages listed on this site, email or call 800-944-7550. This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situation. Request of a quote for coverage does not guarantee that coverage can be provided. Any misstatements or omissions of relevant information from a client can result in a price variation or even declination or rescission of coverage.
