Built Exclusively for Dentists, By People Who Understand Dentistry
Because your financial life deserves the same level of care you bring to your practice.
Dentistry blends clinical precision with the realities of running a business.
It’s a world where every decision (collections, overhead, liquidity, taxes) ripples across both your personal and practice life.
Dentist Advisors exists to help you replace the stress, guesswork, and “random acts of finance” with a clear, connected path forward.
From the beginning, we saw how often dentists were left to navigate complex financial decisions alone: running a practice, raising a family, and trying to make sense of scattered advice. That’s why we work exclusively with dentists—general practitioners and specialists alike—because your challenges, opportunities, and financial decisions look different than everyone else’s.
Your world is unique, and so are the opportunities and pressures that come with it. Our purpose is to walk that journey with you, giving you clarity, confidence, and a partner who truly understands your life.
Our Investing Philosophy
Our perspective is shaped by two core beliefs from the dentistry world:
- Your practice is your primary engine of wealth creation.
- Your investment strategy should support—not distract from—your bigger goals.
Here’s how we approach your investments:
- Long-term, evidence-based discipline. Markets reward patient, diversified investors.
- Broad diversification and low-cost funds. Timing the market rarely outperforms simply owning the market.
- Tax-efficient portfolio management. Smart structures and disciplined trading help keep more of your returns.
- Behavior over bravado. A calm, informed investor usually outperforms a reactive one.
Integrated with your life and practice. Liquidity, debt, tax strategy, and personal goals all inform how you invest, not the other way around.
The most important thing about an investment philosophy is having one you can stick with.
—David Booth
Kick Off Call
(Step 1)
Define your values, goals, and financial purpose.
Organization
(Step 2)
Organize your finances with a dashboard.
Assessment
(Step 3)
Evaluate key financial indicators and identify opportunities.
Action Plan
(Step 4)
Document your priorities and map out your next financial steps.
Ongoing Guidance
(Step 5)
Stay on track with regular guidance and progress reports.
Understanding Your Numbers: The Financial Hygiene Chart
The Financial Hygiene Chart evaluates 12 important financial indicators, pulling data from your dashboard, investment accounts, tax returns, insurance, and business financials to create one clear, organized view of your financial health. It helps answer the questions dentists ask most:
- Am I using my income wisely?
- Do I have the right mix of assets?
- Am I protecting my wealth?
- Am I on track to make work optional?
Find Your Community
Dentistry can feel isolating, especially when you’re balancing clinical excellence with business demands.
Through education, events, webinars, mastermind groups, and the long-running Dentist Money™ Show podcast (2.5M downloads and counting), we connect dentists to ideas, peers, and professionals who understand your world.
- 600+ client relationships
- 50+ industry partners
- Thousands of dentists connected across social channels, email, and events
- Annual Dentist Money Summit in Park City, UT
Ongoing CE events, school programs, and practice-owner cohorts
Stop Guessing. Start Knowing.
A short conversation can give you a clearer financial picture. Talk with an advisor who understands collections, overhead, office retirement plans, taxes, debt management, insurance, liquidity, and the decisions that shape your future.
Profitability
Measures how much money the practice owner keeps as a percentage of collections. This serves as an important indicator of business efficiency.
How We Determine Your Score
Insurance
Assesses whether you’re properly insured against the biggest risks dentists face: loss of income, disability, liability, and business interruption.
How We Determine Your Score
Estate
Helps us assess whether your family and assets are protected if you pass away or become unable to make decisions.
How We Determine Your Score
Retirement Readiness
Estimates the number of years a person could live on his or her current assets if they did not grow. This includes cash, investments, practice value, and real estate equity.
How We Determine Your Score
Liquidity
Estimates the number of years a person could live on his/her cash or cash-like assets outside of a retirement plan. It also indicates the amount of after-tax money an individual can access if needed.
How We Determine Your Score
Business Equity
Estimates the number of years a person could live on his/her current business equity. It also indicates how much of a person’s wealth is concentrated in the practice and/or other businesses.
How We Determine Your Score
Retirement Accounts
Estimates the number of years a person could live on his/her current tax-advantaged retirement accounts. Tax-advantaged retirement accounts are not easily accessible before a certain age without incurring penalties.
How We Determine Your Score
Real Estate
Estimates the number of years a person could live on his/her current real estate equity. It also indicates how much of a person’s wealth is concentrated in real estate.
How We Determine Your Score
Savings
Indicates how much of a person’s income is being put away for future expenses, emergencies, and retirement.
How We Determine Your Score
Taxes
Indicates how much annual income is paid in taxes.
How We Determine Your Score
Debt
Indicates how much annual income is being paid towards required debt payments.
How We Determine Your Score
Spending
Indicates how much annual income is paid towards yearly personal expenses.