Learn how our Personal CFO planning service and fee-only pricing model will help you make smarter financial decisions.
Services & Pricing
See how our advisors use Elements® to monitor the most important indicators of your financial health on a recurring schedule.
Elements®
Learn how we build and manage your investment portfolio to capture the long term growth and tax advantages of capital markets.
Investing
What do cows have to do with staying calm in volatile markets? You’re about to find out. On this episode of Dentist Money™ Reese and Ryan provide coaching to help...
Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.
Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214
A Simple Marketing Secret You Need to Know – Episode 213
Monthly Financial Elements® – Taxes (Tr)
Why There’s More to ROI Than You Think – Episode 212
How Charitable Giving Improves Your Financial Health – Episode 211
5 Attributes of Wealthy Dentists
By Reese Harper, CFP® , CEO of Dentist Advisors
Clearing Up Confusion About Mutual Funds, Index Funds, and ETFs – Episode 210
Does Process Beat Persistence? – Episode 209
Monthly Financial Elements® – Insurance (Ir)
Every Dentist Faces These 3 Risks – Episode 208
How to Turn Your Employees into Teammates – Episode 207
The Missing Piece to Your Financial Health
By Reese Harper, CFP® , CEO of Dentist Advisors
