Watch this series of short videos to learn about our core philosophies, financial planning methodology, approach to investing, fee structure, technology, 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 – 3:17
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 – 5:15
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... – 4:34
The Keys to Better Investment Performance
Learn how Dentist Advisors’ academic and customized approach to investing can put dentists on a predictable path to more wealth – 5:23
Why Our Advisors Are Different
See how Dentist Advisors’ fee structure and technology leads to better results for dentists – 3:39
Are You a Good Fit for Our Services?
Learn about the range of services offered at Dentist Advisors to facilitate dentists at different career stages and levels of... – 5:41
What it’s Like to Work with Dentist Advisors
Get an overview of Dentist Advisors’ onboarding steps, comprehensive financial planning service, and investment operations – 3:27