First Street Financial Advisors

We focus on a breadth of clients who need help navigating financial planning, from individuals in any industry to small business owners and entrepreneurs, with a special focus on dental practice owners.

Dentistry produces strong income—but without a clear strategy, too much of it is lost to taxes and inefficiency. We help dentists turn earnings into lasting wealth through disciplined investing, tax-aware planning, and a coordinated financial strategy so your money works as hard as you do.

 

You Focus on Clients and Patients. We Handle the Rest.

Running a business or practice is demanding enough. Your financial life shouldn't feel fragmented or reactive.

We bring structure to everything:

• Investment management aligned with your goals
• Tax-aware strategies to reduce lifetime liability
• Cash flow planning for both practice and personal finances
• Retirement planning built around real exit scenarios
• Coordination across CPAs, attorneys, and practice transitions

This isn't piecemeal advice—it's a system.

 

Who We Work With

We are happy to work with any client, with a special focus on entrepreneurs, small business owners, and healthcare practice owners.

For instance, we specialize in dentists who are:

• Earning strong income but unsure how to optimize it
• Managing $100K–$2M+ in investable assets
• Owning or planning to own a practice
• Looking to reduce taxes and build long-term wealth
• Ready to move beyond generic financial advice

If that's you, you're in the right place.

 

Our Approach

1. Simplify

We eliminate complexity and organize your financial life into a clear, manageable structure.

2. Optimize

Every decision—investments, taxes, cash flow—is aligned to maximize efficiency and long-term outcomes.

3. Compound

We focus on consistent, disciplined execution so your wealth grows predictably over time.

 

What Makes Us Different

Most advisors are generalists. We are not.

We understand:

• The income volatility of many fields, including dentistry
• The tax traps high-earning dentists face
• Practice economics and exit strategies
• The balance between lifestyle and long-term wealth

Because of that, our advice isn't theoretical—it's built specifically for your reality.

 

The Outcome

Our clients don't just invest—they operate with clarity and confidence.

They know:

• Where their money is going
• How much they're saving in taxes
• What their long-term plan actually looks like
• When they can step away from the chair

That's what real financial control looks like.

 

Get Started

If you're ready to bring structure, clarity, and discipline to your financial life, let's talk.