Learn how our Personal CFO planning service and fee-only pricing model will help you make smarter financial decisions.
See how our advisors use Elements® to monitor the most important indicators of your financial health on a recurring schedule.
Learn how we build and manage your investment portfolio to capture the long term growth and tax advantages of capital markets.
Publications, blog posts, & guest articles
Video series for expanded learning
Downloadable financial guidebooks
Entertaining & educational podcast
Educational videos for dentists
Visual explanation of financial principles
Live & recorded in-depth discussions
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...
Dentist Advisors / Podcasts /
Are You Smart? Or Did You Just Get Lucky? – Episode 205
Scary Tales of a Dentist’s Financial Troubles – Episode 204
Here’s How to Control Your Spending Without Budgeting – Episode 203
Tax Savings Strategies for the New Tax Code – Episode 202
Why in the World Would I Hire a Financial Advisor? – Episode 201
A Quick Look Back and a Long Look Forward – Episode 200
What Real Estate Will Cost You in Real Dollars – Episode 199
A 40,000 Foot View of Your Practice – Episode 198
A Social Media Master Shares His Secrets – Episode 197
Is the “Tax Tail” Wagging Your Investment Dog? – Episode 196
Your Monthly Regimen for Good Financial Health – Episode 195
Money Tips from the Founder of Dental Investment Group – Episode 194