Financial Planning Services Tailored to Medical Professionals

Health care providers have specific needs when it comes to financial protection and wealth management. Spaugh Dameron Tenny helps physicians and dentists in Charlotte, NC, with comprehensive financial planning services. For over 50 years, we’ve helped our clients and their families achieve their financial and lifestyle goals. Discover Your Options

Resolving Your Specific Financial Needs

Different Stages, Different Needs


More money doesn’t make planning easier. It’s not too early to start thinking about your financial situation. You may not realize it, but you’re making decisions already.


Learn how to manage the money you’re making after you’ve settled into your career and practice.


Understand how the financial choices you make today influence you and your family’s future. Protect your loved ones and plan for a bright tomorrow.


Your financial needs change as you approach retirement after a meaningful career. Enjoy a secure retirement by your design and plan so you can leave a lasting legacy.

Let’s Talk

There’s no time like the present to start planning your financial future while learning how we can help. Send us your questions and comments and we’ll respond promptly.

Call Us: (704) 557-9750

Making The Transition Guide

The period after residency is exciting but also challenging. You’re making substantial money but may have significant student loan debt. That’s where sound financial planning comes in. Check out our e-book about transitioning into this period while making the best financial choices.

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Tap Into Our Knowledge

We have you covered during each stage of your career – from training to retirement to estate planning. Our Physicians Financial Focus Lectures Series covers everything you need to know about following a sound financial path.

Financial Planning for Health Care Professionals in Charlotte, NC

As a health care provider, it’s hard to find the time to manage your financial portfolio. Spaugh Dameron Tenny offers comprehensive financial planning services that fit your needs and goals. From advice to investment planning, we’ll help you maximize your wealth, protect your lifestyle and achieve long-term financial security.

Financial Planning for Physicians

We apply our years of expertise to deliver personalized financial planning services to physicians and health care professionals in Charlotte, NC. We help you plan your future so you can maintain your lifestyle, manage your investments and retire comfortably.

Financial Planning for Dentists

Get organized with our comprehensive financial planning services for dentists in Charlotte, NC. We help you build and protect your wealth and financial future so you can focus on your family and practice.

Whatever stage of your life and career you are in, we’ll guide you in making the right decisions to achieve your specific goals.
Consult with Spaugh Dameron Tenny today.

Our Team, Your Goals

Why not work with the best? Our team of financial and insurance advisors has your back at every stage of your career – from residency to retirement.