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
If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
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.
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash flow, debt, and investment concerns. Income is finally growing—what comes next? Pay down debt or add to assets? Where do collectibles fit into a portfolio? Should you put more than the minimum down when buying … Continued
How Concerned Should You Be About Inflation? – Podcast Episode 290
Do I Really Need a Financial Advisor? – Podcast Episode 289
How to Tame the Fear of Stock Market Uncertainty – Podcast Episode 288
Estate Planning in Plain English – Podcast Episode 287
Chiming in on the Crypto Craze – Podcast Episode 286
Here’s What Reese Harper Has Been Up To – Podcast Episode 285
Why Your Neighbor’s Lifestyle is a Bad Benchmark – Episode 284
Are You Prepared for Your Day of HIPAA Reckoning? with Danielle Mckinley – Episode 283
A Year in the Life of a Dentist Advisors Client – Episode 282
Golden Nacho Advice from Dr. Paul Goodman – Episode 281
The Laws of Liquidity – Episode 280
4 Unsexy Truths of Comprehensive Financial Planning – Episode 279
