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Financial Planning & Investment Management for Dentists

Dentist Advisors is a fee-only, fiduciary advisor, which focuses exclusively on dentists.

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Award Winning CEO of Cotopaxi Shares the Rule of 3’s- Episode 157

On this episode of Dentist Money™, Reese interviews Davis Smith, CEO and Founder of Cotopaxi, one of the world’s fastest...

3 Critical Ingredients for Your Decision Making Recipe – Episode 156

Learn how to take your decision making beyond pros and cons. You hear it at the beginning of every show: “We...

What Dentists Want to Know — Listener Q&A #8 – Episode 155

Individual stocks, do they have a place inside your investment portfolio? What’s on the mind of the Dentist Money™ Show...

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Intro Series

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Why Dentists Retire Six Years Later than the Average American

Learn the common hurdles that keep dentists from reaching financial independence on schedule

How Dentist Advisors Delivers Comprehensive Planning

See how Dentist Advisors delivers comprehensive financial planning using a proprietary system to measure key indicators of financial health

How Dentists Get Organized and Win Their Time Back

Learn about the tools and technology Dentist Advisors uses to help dentists take control of their time and make better...

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Elements® Comprehensive Planning

Our proprietary financial planning methodology helps thousands of dentists plan, invest, and retire better

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January 11 - 12, 2019
Dental Success Institute

January 25 - 27, 2019
DoubleTree Resort by Hilton Hotel – Paradise Valley - Scottsdale, Arizona

Dental Success Summit

March 28 - 29, 2019
JW Marriott Desert Ridge Resort & Spa, Phoenix, AZ

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Educational Library Content

Get dental-specific financial insights from our collection of podcasts, articles, videos, and eGuides.


Award Winning CEO of Cotopaxi Shares the Rule of 3’s- Episode 157

On this episode of Dentist Money™, Reese interviews Davis Smith, CEO and Founder of Cotopaxi, one of the world’s fastest...

3 Critical Ingredients for Your Decision Making Recipe – Episode 156

Learn how to take your decision making beyond pros and cons. You hear it at the beginning of every show: “We...

What Dentists Want to Know — Listener Q&A #8 – Episode 155

Individual stocks, do they have a place inside your investment portfolio? What’s on the mind of the Dentist Money™ Show...

Reducing Year End Taxes Could Be as Easy as 1-7-9 – Episode 154

As high earners, every dentist should have a tax reduction game plan. What’s yours? Reese’s guest on this Dentist Money™...

Why Are Some Dentists Hesitant to Hire a Financial Advisor?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Some professions (medical, dental, accounting, and law) date back hundreds, even thousands of years. These professions have established...

What are the Hidden Costs of Timing the Market? – Episode 153

The actual cost of market timing could be higher than you’re willing to pay. On this episode of Dentist Money™,...

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