Practice Financial Group

Michael Pappas

9 months ago

★★★★★

This firm appears to focus primarily on serving small, single-location dental practices. Based on our experience and direct communication with Ryan Millar, CFP, we were informed that their services are not designed to support dentist-owned groups with multiple owners or multiple locations. At a time when DSOs and private equity firms are increasingly acquiring independent dental practices, it’s unfortunate to see a firm decline to support 100% dentist-owned groups who are working to maintain control and ownership within the profession. Their business model seems to be geared toward smaller practices that do not have growth-oriented structures or aspirations. While the firm’s founder, Nate Williams, hosts a podcast offering financial advice to dentists—often emphasizing the importance of remaining independent and avoiding DSOs—it’s important to note that their services appear to be tailored to solo practitioners, not to more sophisticated or growth-minded dental groups. In summary, if you’re a solo dentist planning to maintain a single-location practice, this firm may be a good fit. However, for those pursuing a group practice model or aiming to scale while preserving dentist ownership, you may need to explore alternative advisors better aligned with your vision and level of complexity. Based on these facts it’s difficult to believe they have any insight into the complexities that dental owners are facing in a consolidating industry outside their own self interests.

Dr. Adam Gerber

5 years ago

★★★★★

Every aspect of practice and personal finance from start to finish is meticulously, and scrupulously reviewed in detail. The outcome driven business model coupled with their long standing positive history with many clients is impeccable. The financial planning is hands down the best that I have experienced! Kate is awesome and builds our confidence in our financial security in the future, and centers our focus on goals and positive outcomes. Would definitely recommend their services 10x over!

Kelly Thompson

6 years ago

★★★★★

I had the opportunity to work with Ryan Miller from Practice Financial Group while I was searching for a practice to purchase. Ryan was patient and thorough as he walked me through the financial due diligence of the practice over several phone calls. Whenever we thought of something else we wanted to explore or change, Ryan was responsive and helpful in analyzing every angle. We didn't end up purchasing that specific practice, but found his insight to be invaluable in making the best decision for our family. Highly recommend PFG and I will be working with them in the future!

Zach Alleman

7 years ago

★★★★★

I have had Practice Financial group in my corner since 2010. Of all the advisors and consultants I use as a dentist, I trust and rely on this team more than any other. I worked with them as a dental student with small questions and decisions, as an associate, and most recently they helped me through a practice purchase. I have worked primarily with Nate, but at this point I have interacted with most of the team and have only had wonderful experiences. Whether it is tax planning, IRA contributions, or choosing life/disability insurance, I always feel like it goes so smoothly. They are all professional and competent. It brings me a lot of peace of mind knowing the long term financial plan we have set up. I look forward to working with them for the rest of my career.

Rick Larson

8 years ago

★★★★★

When I was looking for a dentist friendly accountant, Practice Financial came highly recommended. They haven't disappointed. I've worked with PFG several years now and it has been a tremendous experience. Nate and his team has saved me thousands if not hundreds of thousands of dollars by providing timely advice to guide my financial decisions. I sleep well at night, knowing they're part of my professional team.