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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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A Dental Coach and a Financial Advisor Walk into a Podcast – Episode 162

A thought-provoking conversation between a financially inquisitive dentist and a wealth advisor. Reese’s guest on this episode of Dentist Money™...

What Dentists Want to Know — Listener Q&A #9 – Episode 161

At what point should high interest rates on your loans keep you from investing? What’s on the mind of Dentist...

Get Ready for a Fight Over Practice Ownership – Episode 160

Jason Wood is Reese’s special guest on this Dentist Money™ Show. Jason’s law firm, Wood & Delgado, specializes in helping...

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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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Upcoming Events

Voices of Dentistry

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.


How Fast Should You Pay Off Your Loans?

By Dentist Advisors

Answering questions is a big part of advising dentists about their finances. But there is one question that seems to...

What Great Athletes and Great Investors Have in Common

By Reese Harper, CFP® , CEO of Dentist Advisors

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci, 15th century I love sports. And like most of you, I...

A Dental Coach and a Financial Advisor Walk into a Podcast – Episode 162

A thought-provoking conversation between a financially inquisitive dentist and a wealth advisor. Reese’s guest on this episode of Dentist Money™...

Reduce Stress by Increasing Liquidity

There is a high correlation between stress and lack of liquidity. The less liquid you are, the more stress you’ll...

Learning How to Say “No” Can Lead to Increased Wealth

What is the ratio of yes to no that you follow? Are you saying yes more often than you should?...

What is The Optimal Path for Your Practice and Life?

I drew this picture because too many of us compare our lives to others. Rather than being concerned about what...

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