From busy to profitable. Profitable to wealthy. Wealthy to free.
A financial team built only for dentists: fractional CFO, proactive tax strategy, and wealth advisory, working from one plan.
Three people manage your money. None of them manage your practice.
Your advisor manages your 401k. Not your practice.
Most have never seen a dental P&L. They can't help with the asset that produces 90% of your wealth.
Your bookkeeper records. They don't advise.
QuickBooks-accurate ≠ practice-profitable. Knowing where the money went isn't knowing why.
Your CPA files. They don't strategize.
Tax returns aren't a tax strategy. By March the year's already done. You've already overpaid.
You're producing more than ever, but is any of it actually working for you?
Most dentists we meet make great money and have almost nothing to show for it five years later. Not because they're doing anything wrong, but because no one ever showed them the path.
The five stages of the Dentist's Wealth Journey.
Profitable Practice
Know your numbers. Fix your margins. Build the foundation everything else depends on.
Tax Strategy
Stop overpaying the IRS. Proactive planning that turns tax savings into real capital.
Practice Growth
Scale with confidence: second locations, partnerships, and acquisitions, done the right way.
Wealth Building
Move profits off the practice balance sheet and into assets that compound for you.
Exit & Legacy
Sell on your terms. Retire on your timeline. Leave the legacy you intended.
Where are you on the Wealth Journey?
We'll show you exactly which stage you're in, and what's actually blocking you from the next one.
Start the assessmentTwo brothers. One wealth journey.
One of us built and sold an 8-practice DSO and lived every stage from solo to exit. The other has been the fractional CFO behind 40+ dental practices. Between us, we've walked dentists through every part of the journey you're on.
Jonathan Moffat
- Built and sold an 8-practice DSO, living every stage of the journey
- Speaker and advisor to dentists scaling from solo to group
- Focus: helping dentists build wealth and create real financial freedom
Austin Moffat, CPA
- 12 years advising dental practices on financial strategy
- Fractional CFO to 40+ dental offices nationwide
- CPA specialized in dental practice acquisitions and wealth building
The Possession Framework. Seven benchmarks.
Every dental practice we work with runs against the same seven lines. When all seven sit in their windows, the practice has possession of itself: financially, operationally, and personally. When even one is off, that's where we start.
Supplies
Lab
Marketing
Payroll
Rent
NOI
Bottom Line
All seven in window = freedom.
"Possession" means the practice owns its numbers, not the other way around. When all seven lines sit in window, the practice produces the freedom it was supposed to.
Three services. One integrated strategy.
Most dentists piece together a bookkeeper, a CPA, and a financial advisor who never talk to each other. We're all three, built specifically for dental practices, working from one Wealth Journey strategy.
Dental Bookkeeping & Fractional CFO
Monthly dental financials you'll actually understand, KPI dashboards built for dental practices, and fractional-CFO guidance that fixes profitability before anything else.
Dental Tax Strategy & Planning
Proactive tax planning that runs year-round, not just at filing time: entity structuring, retirement plan design, and the strategies most CPAs never raise.
Wealth Advisory for Dentists
Build real wealth outside the practice: investment strategy, exit and succession planning, and a clear path from clinical income to financial independence.
What Aligned Advisors isn't.
Three things we get asked about. Three honest answers.
Not a generic CPA firm.
We don't take non-dental clients. Every strategy is dental-specific, not a generic template adapted.
Not a sales pipeline.
Our discovery call is genuinely free, and the most common outcome is a referral or "you don't need us yet."
Not a robo-advisor.
No algorithms, no call centers. You work with Jonathan, Austin, or someone they personally trained, every month.
The dentists we work with don't hold back.
Solo specialists, co-founders, multi-location operators. Different stages, same path.
Austin and his team make financial reporting easy to understand and follow, so we can immediately take actionable steps in the business. Highly responsive, very reasonable on cost, and able to help with budgeting and forecasting as needed. Highly recommend.
I loved the detailed reports. Managing the financials alongside patient care had become extremely difficult, and their team was a seamless transition. We meet monthly to discuss spending, and I have a much better understanding of how to cut costs while keeping a star team.
Their in-depth understanding of the dental industry streamlined our accounting across every location. Beyond core accounting, their connections and insights are a real advantage. A trusted advisor whose guidance extends beyond the numbers.
Honest answers to what dentists actually ask.
No. The 30-minute call is genuinely free and the most common outcome is a couple of specific things to fix, or "you don't need us yet." We only take on practices whose stage actually fits.
Many of our clients keep their CPA. We focus on the year-round strategy, dashboards, and CFO guidance a filing-focused CPA usually doesn't provide, and we're happy to work alongside them.
Consultants advise on operations. We're the financial team that owns your numbers: bookkeeping, tax strategy, and wealth advisory in one place, built only for dental practices.
There's no hard cutoff. What matters is fit. The 2-minute quiz (or a quick call) tells us which stage you're in and whether we're the right partner right now.
Monthly financials and a KPI dashboard, a recurring strategy meeting, proactive tax planning through the year, and a clear plan that moves you stage by stage along the Wealth Journey.
A practice that funds your freedom.
A 30-minute Wealth Journey Strategy Call. Free. You'll leave with your current stage identified, two or three specific opportunities to act on this quarter, and a clear answer on whether we're the right fit.
Book your strategy call