Brian Swilling

About Brian Swilling

As a Behavioral Financial Advisor (BFA™), I help clients understand the behavioral drivers behind financial decisions so they can act with clarity and confidence. I help dentists, practice owners, and high-achieving professionals build tax-efficient wealth, grow thriving practices, and design a life aligned with their values. As Co-Founder of NaviPath Wealth and NaviPath Advisory, my work spans both personal financial strategy and business consulting to support the full journey of practice ownership.At NaviPath Wealth, we guide clients through our Balanced Wealth Blueprint—a holistic planning framework that aligns money with purpose. We help practice owners reduce taxes, invest intentionally, plan for retirement, design transitions, and build a life that feels fulfilling, not just financially successful.Through NaviPath Advisory, I work directly with dental practices to optimize operations, strengthen leadership, improve culture, and support owners in becoming confident CEOs of their business. Our focus is helping dentists create practices that run smoothly, profitably, and sustainably—without sacrificing their personal life.I’m also the host of the Oral Wealth Podcast, where I break down the business and financial side of dentistry. Each episode offers practical insights on tax planning, wealth building, practice growth, leadership, and personal well-being for practice owners.My passion is helping people connect their financial success with a deeper sense of purpose. Whether it’s structuring a tax-efficient retirement, preparing for a practice sale, navigating a major life transition, or building a healthier business, my goal is to bring clarity, confidence, and meaning to the journey.If you’re a dentist or practice owner looking for guidance across both your personal financial picture and your business, I’m here to help you chart the path forward.Disclaimer:Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. NaviPath Wealth, NaviPath Advisory and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered unless a client agreement is in place.

Experience

1. Partner

   Navipath Advisory

   Sep 2023 — Present · Charlotte, NC, US

   NaviPath Advisory provides bookkeeping, tax, accounting, and outsourced CFO services for dental and healthcare practice owners who want clearer financials, better decision-making, and proactive tax planning.We act as an extension of the practice owner’s leadership team—bringing structure, visibility, and strategy to the financial side of the business. Our work helps owners understand what the numbers are really telling them, plan ahead with confidence, and operate their practice like a well-run business.How We Support Practices:• Monthly bookkeeping and financial reporting• Business and personal tax planning & compliance• Practice-level accounting and cash flow management• Outsourced CFO services and financial forecasting• KPI tracking and performance dashboards• Support for growth, transitions, and ownership decisionsOur focus is helping dentists move from reactive financial management to proactive, informed leadership—so their practice supports their life, not the other way around.Website:

Education

• UNC Charlotte Belk College of Business

  Bachelor of Science in Business Administration, Finance

  1998 — 2003

• UNC Charlotte Belk College of Business

  Bachelor of Science (BS), Economics

  1998 — 2003