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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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Surprisingly Effective Ways to Communicate with Your Staff – Episode 135

Are you getting through to your staff? Learn communication skills that deliver rapid results. Katherine Eitel Belt is CEO of...

Are You Paying for Generic Advice You Could Get for Free? – Episode 134

It’s time for Reese to take the hot seat as we switch things up a bit for this episode of...

Here’s What’s Wrong with Your Investment Risk Profile – Episode 133

Do you remember completing a risk assessment the last time you set up an investment account? Did it really set...

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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

Train Your Front Office Team

July 27, 2018
9:00 AM to 5:00 PM
75 South West Temple, Salt Lake City, UT

UAO Annual Meeting

September 7, 2018
8:00 AM to 4:00 PM
Salt Lake Community College Miller Conference Center

Coaching Mastery Summit

September 24 - 25, 2018
8:00 AM to 4:00 PM
Snowbird Resort, Utah

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


Surprisingly Effective Ways to Communicate with Your Staff – Episode 135

Are you getting through to your staff? Learn communication skills that deliver rapid results. Katherine Eitel Belt is CEO of...

Are You Paying for Generic Advice You Could Get for Free? – Episode 134

It’s time for Reese to take the hot seat as we switch things up a bit for this episode of...

Here’s What’s Wrong with Your Investment Risk Profile – Episode 133

Do you remember completing a risk assessment the last time you set up an investment account? Did it really set...

7 key questions dentists should ask before hiring a financial advisor

By Reese Harper, CFP , Founder and CEO of Dentist Advisors

Featured In: Dentistry IQ

The person you hire to manage your wealth will be largely responsible for how well you retire. And unless you...

What Dentists Want to Know — Listener Q&A #5 – Episode 132

Do wealthy people offer the best financial advice? What benefits should I offer my employees? Remodel my home or buy...

Pros and Cons of a Scratch Start vs Acquisition – Episode 131

What path should you take to practice ownership – start-up or acquisition? For the past decade Jayme Amos has coached...

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