Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our CE content (plus a lot more).
Dentist Money™ Membership
$49 / mo
($69/mo billed monthly)
A suite of resources to help you organize your financial life and get professional advice whenever you need it.
- Elements® planning app
- CFP® advisor coaching ($595 per session)
- Investing (0.5% AUM fee with no minimums)
- Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…
BOOK 15-MIN DEMO
Private Wealth Management
(fee minimums apply)
A full service, personalized planning and portfolio management experience for dentists and specialists.
- Dedicated CFP® advisor (unlimited access)
- Custom, tax efficient portfolio management
- Retirement plan optimization
- Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…
BOOK FREE CONSULTATION