Professional Alliance Investing
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
DentalWealthRx provides a range of financial services through their parent company, RBF Wealth Advisors, an independent Registered Investment Advisor based in St. Louis. RBF has nine wealth advisors with over $500 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 10 years working with dental professionals. As part of the MDIS Professional Investing Alliance program, DentalWealthRx provides a 25% discounted fee for investment advisory services.
Contact: Mark Johnson | 314-997-1652 | Website
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
NobleVest Private Wealth was founded October 2021 by Ken Roberts, Geoff Stufflebam, Shweta Agarwal and Kraig Bode. The four partners have more than 65 years of combined experience in the financial markets and manage over $415 million in client assets. Along with providing 401(k) services to MDIS members at very competitive rates, NobleVest offers reduced pricing on personal investing with $500,000 minimum portfolio size. MDIS has negotiated a 25% reduction from the standard pricing model, and discounting may increase from this based on the size of the relationship.
Contact: Shweta Agarwal | 417-512-2100 | Website
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.
Tax Favored Benefits Advisors
Tax Favored Benefits Advisors, and 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. Tax Favored Benefits Advisors has maintained a dedicated focus on retirement plans and wealth management since its inception in 1978, and currently oversees more than $2 billion in assets spanning across 700+ retirement plans and individual accounts nationwide. Our commitment to your retirement plan includes regular on-site meetings, complemented by 24/7 availability via phone and web.
In addition, Tax Favored Benefits Advisors 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 Tax Favored Benefits Advisors. 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.
Contact
Tim Gaigals or Connor O'Keefe
Schedule Appointment
913-341-6467 | Website
Disclosure
Solicitor Disclosure | Advisor Disclosure 1 | Advisor Disclosure 2
Tim Gaigals and Connor O’Keefe offer products and services using the following business names: Tax Favored Benefits, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | TFB Advisors, LLC – investment advisory services. AIC is not affiliated with Tax Favored Benefits, Inc., TFB Advisors, LLC or Missouri Dental Insurance Services.
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