Watch Intro Series

Listen to THE DENTIST MONEY™ SHOW podcast

Listen to THE DENTIST MONEY™ SHOW podcast

Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.

How Do I Get a Podcast?

A Podcast is a like a radio/TV show but can be accessed via the internet any time you want. There are two ways to can get the Dentist Money Show.

  1. Watch/listen to it on our website via a web browser (Safari or Chrome) on your mobile device by visiting our podcast page.
  2. Download it automatically to your phone or tablet each week using one of the following apps.
    • For iPhones or iPads, use the Apple Podcasts app. You can get this app via the App Store (it comes pre-installed on newer devices). Once installed just search for "Dentist Money" and then click the "subscribe" button.
    • For Android phones and tablets, we suggest using the Stitcher app. You can get this app by visiting the Google Play Store. Once installed, search for "Dentist Money" and then click the plus icon (+) to add it to your favorites list.

If you need any help, feel free to contact us for support.

Financial Planning & Investment Management for Dentists

Dentist Advisors is a commission-free, fiduciary advisor, focused exclusively on dentists.

Personal Financial Planning Service

We help dentists gain confidence in their financial lives.

  • Commission-free pricing
  • Objective, fiduciary advice
  • Dental-specific financial coaching
  • Long term investment strategy

Service Options

Private Wealth Management

Fees are based on your career stage and investment balance.

Full service financial planning and custom portfolio management with unlimited access to a dental-specific CFP® advisor.


Elements® Monitoring App
Quarterly net worth reports
CE trainings
Clients-only huddles
Custom portfolio management
CFA® charterholder oversight
Retirement plan optimization
Dedicated CFP® advisor
Unlimited calls, texts, emails, and meetings
Collaboration with other service professionals

Learn More

Dentist Money™ Membership

A suite of tools to support your self-directed strategy and discuss your plan with a dental-specific advisor.

Annual Financial Checkup
Automated Investment Management (0.5% AUM fee)
Elements® Financial Monitoring App
Helpdesk Support
CE trainings & Quarterly Clients-Only Huddles

$79 / mo

billed annually


Learn More


Upcoming live professional development CE webinar

Webinar: Using Real Estate to Secure a Better Retirement

February 9, 2023

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals of real estate investing.

Save Your Spot

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars. Learn more


Our Investment Philosophy

We believe public markets reward disciplined investors because they offer:
High expected returns versus other asset classes
Ownership access to thousands of companies
Easy cash withdrawals
Diversification to optimize risk


Popular eGuides

7 Big Mistakes Dentists Make That Wreck Retirement

Dentists consistently rank among the highest earning professionals in the U.S., but a high income doesn’t always translate to successful...

10 Questions a Dentist Needs to Ask Before Hiring a Financial Advisor

The right financial advisor should be a source of: Organization Analysis Unbiased Advice Leverage (getting stuff done for you) Education...

Why Saving 10% Won’t Be Enough for Dentists

This E-Guide Will Show You: Why 10% savings rate doesn’t work for dentists How dentists should scale their savings throughout...

View All eGuides

Join us at

Upcoming Events

Using Real Estate to Secure a Better Retirement

February 9, 2023
6:30 PM to 7:30 PM
Zoom Webinar

How Much Wealth Do I Need to Retire?

February 23, 2023
6:30 PM to 7:30 PM
Zoom Webinar

Productivity Workshop

March 2 - 4, 2023
Westlake, Texas

View All Upcoming Events

Explore OuR

Educational Library

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

How should you react to economic predictions?

Stock market predictions can be fun and are a staple of the financial news, but how should you react to...

How Much Stock Should You Put in Market Predictions? – Episode #373

You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know...

Using Real Estate to Secure a Better Retirement

Join Drake Bloebaum, Loan Originator with Neo Home Loans and Will Gochnour, CFP® for a deep dive into the fundamentals...

How to Maximize Your Outcome in a DSO Deal – Episode #372

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion...

Why use automatic savings withdrawals?

See how your finances compare with other dentists as you progress along your own path to wealth and why savings...

Fan Favorite – 2022 Financial Benchmarks Are In! – Episode #371

Even though 2022 was a tough one for stocks, Dentist Advisors’ clients continued to grow their net worth through smart...

Explore Full Education Library

Fee Schedule

Investment Fee

Investment Balance Annual Fee
First $1M $0 - $1M 1.5%
Next $1M $1M - $2M 1.0%
Next $1M $2M - $3M 0.75%
Above $3M 0.5%

The cost of planning will be offset by a monthly fee until your investment fee covers the cost of our planning service. See monthly fee reduction schedule below.

Investment Balance Monthly Fee Reduction
$500k -$100
$750k -$200
$1M -$300
$1.25M -$400
$1.5M -$500
$1.75M -$600
$2M -$700
$2.25 -$795

Investment Philosophy

At Dentist Advisors, we believe markets can create remarkable value for investors. For those who stick around long enough to capture the returns, history shows that markets provide disciplined investors with a unique value proposition, including high expected returns (compared to other assets classes) with virtually no requirement of individual effort or time commitment. Few investments can boast those kinds of dynamics.

Our investment roots are most influenced by the science of investing and behavioral economics. We subscribe to the theories of widely respected economists, professors, Nobel Prize winners, and psychologists. The consensus of a variety of experts, along with other financial thought leaders, has helped us adhere to certain core investment values:

  1. While it’s true that markets go up and down, it’s also true that prices are quite fair because they represent the objective viewpoints of buyers and sellers all over the world who trade billions of dollars each day.
  2. Investors who attempt to “beat” the market essentially believe their own knowledge outweighs the combined wisdom of all market participants. In most cases, those investors usually fall short. Beating the market often involves taking above-average risk and incurring above-average costs—and most often those two trade-offs are simply not worth the potential reward.
  3. Behind every investable security are companies, governments—and ultimately people—who are motivated by self-interest to make economic gains. Some will succeed and some will fail, but on the whole markets expand over time as competition drives innovation.

Instead of chasing returns, we take a more systematic approach to trading and investing. Our philosophy is to build a portfolio that owns a share of the “entire market.” To achieve this, and to keep the odds in your favor, we most often use mutual funds and ETFs (exchange-traded funds) that provide exposure to countries and securities across the globe. Simply owning one index fund is not enough to achieve a properly diversified portfolio—and despite general public opinion, the cheapest index funds are not always the best performers as they may not have the specific attributes (e.g. country or accounting metric) you’re seeking to replicate.

In addition to following research-based principles, we build portfolios of diversified investments across countries, companies, and currencies that are specific to your individual age, need for liquidity, personal spending and major purchase goals. Your timelines, risk requirements, and savings objectives are specific to you, and must be understood before any decisions are made with your money.

Beyond the mechanics of a well-constructed portfolio, we believe the biggest factor in your overall investment success is how you behave during tough markets. Natural human emotions like fear and greed are the enemy of consistency, and often lead to reactive cycles of buying high and selling low. Of all the ways an experienced investment advisor can help you achieve better returns, behavioral coaching to help you stay the course is the most impactful. See Vanguard’s “Advisor’s Alpha” report.

We also understand your practice is the engine that powers your growth. A thriving business provides the cash flow to pay down your debt faster, support the lifestyle you want for your family, and save more money for the future. By accumulating assets in the right order, you can enjoy maximum flexibility during your career and throughout retirement.

5 Reasons Why Public Markets are Awesome!

It’s a well-worn expression and one my mother-in-law often used, “When you assume, it makes an ass out of you...

What are the real financial benefits of public markets?

There are many reasons savvy investors love public markets. Time savings, low barriers of entry, and diversification are just a...

Six Keys to Powerful Investment Portfolios – Episode 55

Have you ever looked at your investment statements and wondered if your returns are as good as they could be?...