Personal Planning.
Proactive Advice.
Real Results.

You work hard for your future.
We help you make the most of it.

How We Help

Tailored Financial Solutions for Each Stage of Life

No two financial journeys are the same. Whether you're launching your career, growing a business, or preparing for retirement, we provide customized guidance to help you navigate each stage with confidence. With over 65 years of experience, we specialize in helping executives, medical and dental professionals, business owners, and retirees eliminate financial stress, build lasting wealth, and secure their financial future.

Financial Planning

From daily financial decision-making to long-term goals, we’ll work with you to create a personalized financial plan that addresses your needs at every stage of life.

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Wealth Management

Our investment approach is built to grow and safeguard your wealth for generations. Through strategic diversification, proactive risk management, and a streamlined wealth management strategy, we ensure your portfolio aligns with your long-term financial goals.

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Retirement Planning

Recognizing the importance of developing a clear strategy to navigate the accumulation, preparation, and distribution phases, we are here to help ensure you stay on track for a secure and fulfilling retirement.

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Who We Serve

At Spaugh Dameron Tenny, we provide personalized comprehensive financial planning, wealth management, and retirement planning tailored to the unique needs of high-achieving professionals. We help you make informed financial decisions, protect your assets, and build lasting wealth.

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Executives & Business Owners

Your time is valuable, and managing wealth can be overwhelming. We specialize in guiding high-earning professionals in tax optimization, wealth preservation, and equity compensation, ensuring your financial strategies align with your long-term goals.

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Physicians

As a physician, your demanding career leaves little time to manage complex financial decisions. Whether you’re hospital-based or in private practice, whether you're just leaving fellowship or are a seasoned surgeon, we provide specialized financial solutions to help you grow and preserve your wealth.

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Dentists

Running a dental practice comes with unique financial challenges. Whether you’re hiring an associate, opening a new office, or contemplating a DSO partnership, we help you maximize your earnings and create a secure financial future.

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Retirees

Retirement should be a time of financial confidence, not uncertainty. We help retirees create a plan to ensure their lifestyle while preserving a legacy for future generations.

The SDT Unique Advantage

Many financial planning firms provide solid analysis but leave the execution up to you. Others focus on selling products or investments without offering true fiduciary guidance. The SDT Unique Advantage seamlessly integrates holistic planning, strategic insight, and hands-on execution — saving you time and simplifying your financial journey.

DISCOVER

Before we map out your financial future, we take the time to understand where you are today.

ANALYZE

We assess your progress and provide expert insights based on years of experience working with physicians, dentists, retirees, executives, and business owners.

IMPLEMENT

With your approval, our team puts your personalized financial strategy into action.

MONITOR

Financial planning is an ongoing process. We continuously track your progress, adapt to external changes, and refine your strategy, ensuring you stay on course.

What Do Our Clients Say?

There are three key reasons we consistently hear from clients when asked why they choose us. 

Balanced Conversations

We bring a balanced approach to our client experience. We don't talk at you; we listen to what is important to you. And, if you are part of a couple, we want to hear from both of you. Not all our conversations will be about money; understanding your unique goals, challenges, values, and dreams will help us create a more personalized plan for you.

Your Personal CFO

While you focus on your profession, business, or retirement, we focus on you. Our comprehensive financial planning services provide the structure and strategy you need to secure your financial future. We value your time and are always available when you need urgent financial guidance, offering the personalized attention you deserve.

Holistic Planning

Every financial decision matters, and we take a comprehensive approach to ensure your wealth aligns with your personal and professional goals. Whether you’re navigating major life transitions, optimizing tax strategies, or planning for retirement, we help you make informed decisions that support your vision for the future.

Meet Your Financial Health Experts

Financial Education Resources

We help you so you can focus on what matters most. Many physicians, dentists, retirees, executives, and business owners enter new stages of their careers or lives without the financial knowledge needed to make informed decisions. We believe in empowering our clients with education and strategic guidance to help them achieve success — both personally and professionally.

Here, you’ll find a library of free resources designed to help you navigate your financial health and well-being with confidence.

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