Team
Ian McGinnis
Founder & Financial Planner
Investment Adviser Representative · Series 63 & 65
About Ian
Ian McGinnis is the founder of Dental Wealth Partners and a fee-only financial planner dedicated to dentists. As an investment adviser representative (Series 63 and 65), he built the firm to give dentists coordinated, fiduciary advice across their practice, taxes, investments, retirement plans, and long-term goals — the whole picture in one strategy. A graduate of Belhaven University, Ian previously worked at Davis Private Wealth, MML Investors Services, and Northwestern Mutual, and is based in the Jackson, Mississippi area. He is the author of The Wealthy Dentist and hosts the Smiles & Cents podcast.
Articles by Ian McGinnis
- The Trillion-Dollar IPO and Your Index FundAnthropic’s IPO filing shows how the biggest companies now build most of their value privately before going public. For dentists, the real question isn’t whether to buy one stock, it’s knowing which index your retirement funds already follow, and what they’ll own next.
- Five year-end tax moves dental practice owners shouldn't missFive year-end planning areas dental practice owners should understand before December 31 — tax-loss harvesting, charitable giving, practice-personal coordination, cost segregation, and 2027 targets.
- Practice Valuations 101: What Your Dental Practice Is Actually WorthA plain-language look at how dental practice valuations actually work, the mistakes that keep practices from selling, and why it pays to understand your number years before you plan to exit.
- Why most financial content for dentists misses the mark, and what we're doing differentlyA look at the content strategy behind our Insights articles, why we write specifically for dentists and practice owners, and what new topics are coming next.
- How much do dentists need to save to retire a spouse or partner too?Most retirement-number guidance is written for one person. Here’s how a spouse or significant other changes the math, Social Security, and survivor planning.
- Home, auto & personal insurance for dentists: getting the personal lines rightHigh earners are under-covered more often than over-covered. How dentists should set home, auto, valuables, and liability limits — and tie them to an umbrella.
- Business overhead expense (BOE) insurance for dentistsBOE insurance pays your practice’s fixed costs — rent, staff, utilities — if you’re disabled, so the business survives while you recover or sell. How it works and who needs it.
- Buy-sell agreements and insurance for dental partnershipsA buy-sell agreement decides what happens to a partner’s share on death, disability, or exit — and life and disability insurance fund it. What co-owners need to know.
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