Who we help Dentists & Orthodontists
Who we help
Financial planning for dentists and orthodontists who own the practice.
You are a clinician, an employer, often a landlord, and eventually a seller. The practice pays for everything, and it is also most of your net worth. We help you run the practice’s finances and your family’s as one plan, so the retirement you are working toward actually gets funded along the way.
Does Baldwin Financial work with dentists and orthodontists in Oklahoma City?
Yes. Baldwin Financial is a fee-only advisory firm and fiduciary investment adviser in downtown Oklahoma City that works with dentists and orthodontists who own their practices across Oklahoma City, Edmond and Nichols Hills. The work covers owner compensation, the practice retirement plan, the building and its entity, personal liquidity outside the practice, DSO offers and associate buy-ins modeled after tax, and estate provisions for the practice, held together in one relationship with Jeremy D. Baldwin. CRD #324725.
What we see
Moments we recognize.
Strong production, thin personal savings, because the practice always needs something first.
A building held in the wrong entity, or in no entity.
A 401(k) that benefits the team more than the owner, because nobody looked at a cash-balance design.
An associate who might buy in, and no plan for how.
A sale to a DSO on the table with no model of what it means after tax.
Where the work concentrates
Across all four disciplines.
Planning, investments, tax and estate, decided together. Fee-only advisory, held at Altruist in your name, fully digital. See what working together includes →
Owner compensation and distributions
Retirement plan design for the practice
Real estate and entity structure with your attorney and CPA
Personal liquidity outside the practice
Sale, transition and associate buy-in modeling
Estate provisions for the practice and the building
Guides written for you
Read before we ever talk.
The Oklahoma PTE election
Could it help your practice? Questions for the CPA.
Preparing to sell
The year before you sell.
The Oklahoma capital gains deduction
Understand Oklahoma taxes before you sell.
After the sale
The first year with the money.
Questions we get
Asked often enough to answer here.
We already have a practice CPA. Why do we need you?
Your CPA keeps the practice’s books and files its returns. We plan your household around the practice, and we bring the CPA into decisions early enough to matter.
Can you help us evaluate a DSO offer?
Yes. We model what the offer means for your family after tax and after the earn-out, alongside your attorney and CPA.
Does my practice count toward your minimum?
The minimum is about assets we manage, but a practice owner with real equity and a plan to build outside it is a clear path. Let’s talk.
An invitation
Tell us where you are.
We will tell you what we would look at first.
A complimentary conversation, by video, phone, or in person in downtown Oklahoma City, whenever suits you. Nothing to prepare and nothing to bring. Come as you are; leave knowing more than you arrived with.
What the conversation looks like
- 01
You talk. What you own, what you owe, who depends on you, and whatever is coming up that you have not solved yet.
- 02
We tell you what we see. The two or three things we would look at first, and why those and not the rest.
- 03
You decide, on your own time. If we are not the right fit, we will say so and point you toward someone who is.
Or reach us directly
- Phone
- (405) 266-7856
- Meetings, by appointment
- 629 W. Main Street, Suite 10080, Oklahoma City, OK 73102
In person downtown, or by video - Serving
- Oklahoma City, Edmond, Nichols Hills, and clients who have moved away