Stephanie Gumm

Financial Planner
MassMutual Capitol District

I strive to help impact lives – and dentists in particular. While I was raised with private school education, lived in a beautiful part of Baltimore, and spent summers at Rehobeth Beach in Delaware, my parents did not save for retirement nor were they prepared for the long-term illnesses that befell them. They worked hard raising me and my 2 siblings but did not have the proper guidance to invest in their own future and their last days. The objective of being a great business owner is not taught in dental school. I am passionate about helping dentists plan their dreams and make them happen using state-of-the-art technology and platforms for financial planning, retirement income, business planning, tax planning strategies, and portfolio analysis and review. I have been a business owner for over 25 years. I start the analysis with the exit strategy for my dentists. After all, we will all be separated from our businesses one day – that is guaranteed. I complete the total financial analysis with:

  • Holistic Financial Planning
  • Advisory services
  • Retirement income planning
  • Employee benefit and retention strategies
  • Business continuation strategies
  • Financial protection tools
  • Estate planning

I want you to feel that no one is more committed to your goals than me and you. We create tactical goals to keep your vision in focus.

In my free time, I am Vice-Chair of the Board at Dandelion Meadow, an endeavor to help women who are victims of addiction and human trafficking. I am a highly active member of St Paul’s Episcopal Church and helped found our outreach program Love For Children. I enjoy gardening, hiking, travel, and spending time in the Virginia mountains. I live in Sharpsburg, Md with my husband and two twin children.

Disclosures and licensing:

The Dental Advisory Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies 1593 Spring Hill Road,  Suite 500, Vienna VA 22182 and 703-847-9660