Watch Intro Series

Financial Education Library for Dentists

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.


Are You Solving the Whole Thing?

As humans, we have a tendency to try and solve only pieces of a problem instead of the whole problem....

What Great Athletes and Great Investors Have in Common

By Reese Harper, CFP® , CEO of Dentist Advisors

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci, 15th century I love sports. And like most of you, I...

Why Are Some Dentists Hesitant to Hire a Financial Advisor?

By Reese Harper, CFP® , CEO of Dentist Advisors

Executive Summary Some professions (medical, dental, accounting, and law) date back hundreds, even thousands of years. These professions have established...

7 Things Dentists Can Learn from Steve Martin About Money

By Reese Harper, CFP® , CEO of Dentist Advisors

Steve Martin has a few observations about life that can be applied to why you might be struggling with your...

What the Heck Does “Financial Planning” Even Mean? – Episode 148

You need financial advice, but how can you judge whether you’re getting real value from your “advisor?” In this episode...

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...

What Dentists Want to Know — Listener Q&A #4 – Episode 126

Is there a “right way” to pay your family members through your business? When is it the right time to...

What is Elements® Comprehensive Financial Planning?

Learn about the Elements® periodic table of financial indicators and see how twelve simple calculations can be used to help...

Introduction to Dentist Advisors Wealth Management

Watch this series of short videos to learn about our core philosophies, financial planning methodology, approach to investing, fee structure,...

Why Our Advisors Are Different

See how Dentist Advisors’ fee structure and technology leads to better results for dentists

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

Why Dentists Retire Six Years Later than the Average American

Learn the common hurdles that keep dentists from reaching financial independence on schedule