Financial services
Financial services for your dental life
Commission-free financial planning, investing, and retirement plans
One size doesn’t always fit all
Dentists share common money challenges. Yet each career stage is different, and some prefer more support than others.
Choose one of our three service options to get the support you need wherever you are in your dental career.
You’ll receive personalized guidance across all areas of your financial life including investing, retirement planning, tax reduction, insurance, debt management, cash flow, and real estate.
Full Service Planning
Personalized guidance for dentists to gain control of their finances and build wealth with intention.
Unlimited, one-on-one guidance from a dedicated CERTIFIED FINANCIAL PLANNER™ professional
Includes:
- Unlimited calls, emails, and meetings with a dedicated CFP® professional
- Initial action plan and regular reviews
- 3 progress check-ins per year
- Online dashboard
- Portfolio management (CFA® charterholder)
- Office retirement plan
- Estate planning
Dentist Money Membership
Cost-effective financial guidance for dentists to apply the basics and stay on the right track.
As-needed financial coaching from our team of dental-specific financial advisors.
Includes:
- One Financial Checkup per year with a CERTIFIED FINANCIAL PLANNER™ professional
- Additional coaching sessions for an hourly rate
- Advisor question portal
- Elements® financial monitoring app
- Client-only info sessions
- Automated investment platform
Private Wealth Group
VIP service for ambitious entrepreneurial dentists to maximize their net worth.
Customized planning with a CFP® professional and CFA® charterholder working together to pursue private investments and practice expansion opportunities
- Unlimited access to a dedicated CFP® professional and CFA® charterholder
- Custom investment strategy
- Advanced retirement plan strategies
- Proactive collaboration with your CPA, attorney, and other professionals
- Practice analytics evaluations
- Estate planning
Dentist Advisors:
Guiding dentist through each career stage.
Thousands of dentists have trusted Dentist Advisors to build unique financial plans and deploy comprehensive investment strategies to protect and build their wealth, all while helping them live their best lives today.
I feel like I have a solid base underneath me, with more clarity and knowledge to evaluate all the financial decisions in my life.
Dr. Aaron Bumann
Dentist Money Membership client
Dentist Money Membership client
The one-on-one guidance I receive from my advisor is structured and organized, making complex financial decisions feel manageable.
Dr. Helen Smillie
Full Service Planning client
Full Service Planning client
My advisor and portfolio analyst worked in tandem to customize my plan, and gave me confidence to pursue my aggressive retirement goals."
Dr. Scott Elsey
Private Wealth Management client
Private Wealth Management client
Client testimonials provided in accordance with SEC marketing rule
Book a free consultation with a CFP® advisor today
Book a free consultation with a CFP® advisor today
Get your questions answered:
- Investing
- Debt management
- Tax strategy
- Retirement plans
- Insurance
- Any money questions on your mind