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About Arch Financial Planning

  • At Arch Financial Planning, we specialize in providing tailored financial advisory services exclusively for dental practice owners.

  • Founded by Cecil Staton, our mission is to empower dentists with the financial knowledge and strategic planning they need to achieve their personal and professional financial goals.

Our Services

At Arch Financial Planning, we offer a wide range of financial services designed to address the distinct needs of dentists, including:

  • Comprehensive Financial Planning: We provide a holistic approach to financial planning, encompassing every aspect of your financial life, from retirement planning to investment management.

  • Dental Practice Transitions: Our team has extensive experience in helping you navigate buying and selling a dental practice.

  • Tax Planning and Optimization: We offer expert tax planning strategies to help you minimize tax liabilities and maximize your after-tax income.

  • Retirement Planning: We help you design a robust retirement plan that ensures financial security and peace of mind for your future.

  • Wealth Management: Our wealth management services are tailored to help you grow and protect your assets through prudent investment strategies.

  • Debt Management: We provide strategies to effectively manage and reduce debt, ensuring your financial stability.

Why Choose Us?

  • Specialized Expertise: Our deep focus on the dental industry means we understand the unique challenges and opportunities dental professionals face.

  • Personalized Service: We believe in building long-term relationships with our clients, offering personalized advice that evolves with your changing needs.

  • Proven Track Record: With a history of successful financial planning for dental practices, we have the expertise and experience you can trust.

  • Educational Resources: Cecil Staton is dedicated to sharing insights and knowledge through long-form blog posts and social media, helping you stay informed and make educated financial decisions.

Our Commitment

At Arch Financial Planning, our commitment is to provide exceptional financial advisory services that empower you to achieve financial success. We are dedicated to helping you navigate the complexities of financial planning, so you can focus on what you do best—providing excellent dental care to your patients.

Meet Cecil Staton

Cecil Staton, the founder and principal financial advisor of Arch Financial Planning, brings a wealth of experience and a deep understanding of dental practitioners’ unique financial needs.

With years of dedicated service in the dental financial sector, Cecil has built a reputation for his expertise in dental practice financial planning and valuation.

His comprehensive approach ensures that every client receives personalized advice and strategies that align with their specific circumstances.

Cecil Staton, CFP® CSLP®

  • I started Arch Financial Planning to make a difference in people’s lives. Most firms focus on investments or making a sale without understanding their client’s ‘why’. I set out to change that.
  • We help our clients pay down student loans, reduce taxes, invest smarter, and retire confidently on their terms.
  • After earning my bachelor’s degree in Financial Planning from the University of Georgia, I worked for several firms in Atlanta, GA. I now call Athens, GA home.

The Details

Education & Credentials

BS in Financial Planning from The University of Georgia.

CFP® & CSLP® Professional

Personal Life

When not perfecting financial plans, you’ll find me visiting our favorite local brewery, sipping coffee with my wife and F1B golden doodle, and visiting family in Hilton Head, South Carolina.

Mission And Purpose

The mission of Arch Financial Planning is to help dentists maximize their lives beyond their clinical work and grow their pratice.

Our Philosophy 

We believe personal finance is often more personal than finance. We want to make you and your goals the focus of everything we do.

Our Focus

Most advisors are generalists that serve anybody with a portfolio. We focus on dentists and their unique needs as practice owners.

Arch Financial Planning

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Charles Schwab

 

You can have peace of mind that your investments are held at an established financial institution.

We partnered with one of the largest financial institutions to provide clearing, custody, and brokerage services.

We value the unparalleled support Charles Schwab gives us to provide an excellent experience for you.

Ready to Learn More?

We’re Here to Help.

SCHEDULE A CALL TODAY!

Arch Financial Planning, LLC is an Investment Adviser offering services in Georgia and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change.