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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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6 Secrets to Hearing “Yes” from Your Patients More Often – Episode 145

More referrals, fewer no-shows and higher case acceptance? It’s not too good to be true. Dr. Chris Phelps, a best-selling...

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...

Are You Addicted to “The New Patient Fix?” – Episode 143

Learn how to maximize profit for each patient who comes through your door. In this episode of Dentist Money™ Reese...

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Intro Series

Learn about our philosophy and what it’s like to work with us

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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Upcoming Events

Bullet Proof Summit 2018

October 12 - 13, 2018
8:00 AM to 2:00 PM
Atlanta, GA - St. Regis Atlanta

Boulder/Broomfield County Dental Society

October 18, 2018
6:00 PM to 8:30 PM
Boulder, Colorado

The Best Seminar Ever

November 8 - 10, 2018
Tropicana Resort, Las Vegas, NV

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Educational Library Content

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


6 Secrets to Hearing “Yes” from Your Patients More Often – Episode 145

More referrals, fewer no-shows and higher case acceptance? It’s not too good to be true. Dr. Chris Phelps, a best-selling...

What Dentists Want to Know — Listener Q&A #7 – Episode 144

You’ve seen the headlines: “Bull Market!” Or, “A Bear is lurking!” What do these two terms really mean for your...

Are You Addicted to “The New Patient Fix?” – Episode 143

Learn how to maximize profit for each patient who comes through your door. In this episode of Dentist Money™ Reese...

The Naked Truth About Being Afraid – Episode 142

What do sharks, snakes, surfing, and mosquitoes have in common? In this episode of Dentist Money™ you’ll find out as...

Could Increasing Speed and Patient Count Hurt Your Production? – Episode 141

What’s the relationship between patient volume and practice growth? In this episode of Dentist Money™ Reese interviews Dr. Bruce Baird,...

The Top Financial Concerns from a Poll of Top Dentists – Episode 140

Are you struggling with the same financial challenges as other dentists? Reese recently posted a survey in a popular online...

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