Financial Planning with Cerity Partners

We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. As part of Mortenson Dental Partners’ investment in you, we’ve partnered with MDP to provide you with an annual financial planning benefit to help you better prepare for your financial future. We understand that engaged and fulfilled doctors provide the best care for patients, for their own families, and for the organization. Cerity Partners is here to provide you with financial education and objective, fiduciary advice that best fits the needs of your individual situation.

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Julio V. Driggs
Our MDP advisor team and fellow colleague are extremely excited about joining Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing MDP clients, employees and retirees. With consistent change related to your MDP benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”

Julio V. Driggs, JD, CFP®, Principal

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals.

For this reason, we offer a complimentary consultation to address any questions you may have. There is no cost and no obligation for you to take the first step toward financial clarity.

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Please read important disclosures here.

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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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Walker Phillips

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.