Personalized Service for
Physicians, Dentists, and
Their Families

We specialize in the unique financial planning needs of medical and dental professionals. Whether you are finishing up your training or entering retirement, our services extend to every stage of your career.

Our History Serving Doctors

Getting Started In 1957, former Air Force Pilot and company founder Herb Spaugh begins helping physicians with insurance and risk management.

Adding Expertise Herbert Spaugh, John Dameron, and Shane Tenny join forces to offer comprehensive financial planning, with a renewed focus on medical and dental professionals.

Continued Growth The team grows with exceptional support personnel and additional financial planners to serve clients along the East Coast.

National Reach, Global Impact Today we serve clients from coast to coast and support the impoverished globally through our partnerships.

Different Stages, Different Needs

Our team is equipped to guide you along your financial journey no matter where you are in your career. So whether you are:

  • In training and need to set short-term goals

  • In transition and are learning how to manage and protect your finances

  • In practice and want to make informed decisions for you and your family’s future

  • An owner or partner and need additional services and advice to help maximize your practice

  • Preparing for retirement and want to enjoy a secure retirement by your design

Spaugh Dameron Tenny is here to help you develop a comprehensive financial plan to meet your specific needs and goals.

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Our  Mission at  Spaugh Dameron Tenny

Through personal financial planning, we equip clients to make decisions so they feel secure, free, and successful and we inspire them to a legacy of generosity and stewardship.

Core Values

Integrity

We commit to placing our client's interest above our own and providing guidance that is honest, forthright, and transparent.

Collaborative

Our clients receive comprehensive advice because we coordinate input from internal and external specialists.

Passionate

We care for our clients and have conviction that our work positively impacts their lives.

Accountability

Clients hire us to be a leader in their financial success and to be pleasantly persistent in helping them accomplish what needs to be done.

Quality

We provide outstanding products and service that focuses on delivering an exceptional experience for our clients.

Personalized Service

Each of our clients is unique, and so is the advice we provide. We don't do cookie-cutter.

Our Investment Philosophy

At Spaugh Dameron Tenny, we take our role of helping our clients grow and protect their wealth seriously. We’ve detailed our investment philosophy, including information around diversification, historical performance, fees, corporate governance, and simplicity.

Check out our Investment Philosophy to learn more about our approach.

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Giving Back

As a healthcare professional, you are no stranger to helping those in need. We recognize that selfless dedication and have partnered with Bless Back Worldwide, establishing the Go to Grow Scholarship. We are proud to offer you the opportunity to make a difference in the lives of impoverished citizens in Haiti and Nicaragua.

Learn More

We serve doctors representing hundreds of
medical & dental practices and healthcare systems including:

Let’s Talk

There’s no time like the present to start planning your financial future.

Schedule your complimentary 15-minute discovery call with an SDT Advisor by completing this short form. 

For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.

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Contact Us

4350 Congress Street, Suite 300 Charlotte, NC 28209

Office: (704) 557-9750

Fax: (704) 557-9670

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Copyright @ 2022 | Site managed by LAIRE

Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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