On today’s episode, Dr. Mark Costes sits down with Jonathan Moffat, founder of Aligned Advisors, live from the Thrive Live conference in Las Vegas. With a background in scaling dental practices and advising dentists across the country, Jonathan shares his approach to turning overwhelmed dental professionals into confident business owners with a clear financial plan.

He breaks down the concept of a family office—traditionally reserved for ultra-high-net-worth individuals—and how he’s made it accessible to dentists through a flat-fee model that includes 200 annual checkpoints, customized financial flowcharts, and a collaborative team of dental-specific experts. Whether you're looking to scale, sell, or simply get your financial life in order, this episode is packed with game-changing strategies for dentists at any stage of their journey.

Be sure to check out the full episode from the Dentalpreneur Podcast!

EPISODE RESOURCES

2293: Transforming Dental Chaos into Financial Clarity