Financial services
Financial services for your dental life
Commission-free financial planning, investing, accounting, tax services, 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.
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, accounting, taxes, insurance, debt management, cash flow, and real estate.
Financial Consulting
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
- Portfolio management (CFA® charterholder)
- Accounting & Tax Planning with a dedicated team of CPAs
- Practice strategy guidance
- Initial action plan
- 3 progress meetings per year
- Online dashboard with net worth tracking
- Office retirement plan learn more
- Estate planning
- Dentist Money Summit registration
Dentist Advisors:
Guiding dentists through each career stage.
Thousands of dentists have trusted Dentist Advisors to build financial plans and comprehensive investment strategies to protect and grow 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
The one-on-one guidance I receive from my advisor is structured and organized, making complex financial decisions feel manageable.
Dr. Helen Smillie
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
These testimonials are solely those of past or current clients and may not necessarily indicate current, past or future experiences of other clients—nor do they indicate or guarantee future results and experiences. Neither cash nor other forms of compensation were exchanged for these testimonials. We do not believe there are any material conflicts associated with providing these testimonials.
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
- Accounting & Tax services
- Retirement plans
- Insurance
- Any money questions on your mind