Get Your Complete Financial Picture
Schedule a complimentary consultation to discuss your situation with a CFP® professional who works exclusively with dentists.
What You’ll Get:
- An honest conversation about your current financial situation (no sales pitch)
- Clear assessment of your biggest opportunities and concerns as a dental professional
- Understanding of whether we’re the right fit for your stage and goals
Prefer to Reach Out Directly?
| Phone or Text: | 833-DDS-PLAN |
|---|---|
| Email: | info@dentistadvisors.com |
| Office: | 6440 S Wasatch Blvd., Ste. 215 Salt Lake City, UT 84121 |
| Office Hours: | Monday–Friday, 8:00 AM – 5:00 PM MT |
FAQ
We know choosing a financial advisor is a big decision. Here are answers to questions we hear most often from dentists considering working with us.
No. Most financial advisors focus on helping people in their 60s who’ve already accumulated significant wealth. We work with associates carrying student debt, new practice owners managing their first SBA loan, established dentists evaluating growth, and seasoned owners planning transitions. We believe in your trajectory and we’re here for the long game.
Three things:
- We only work with dentists, so you don’t have to explain what “collections” means or why adding another chair might be the right call. We already speak your language fluently.
- Second, we’re commission-free and fiduciary, which means we never sell products or take kickbacks.
- Our CFP® professionals, CPAs, CFAs, and practice strategists work together on the same platform, so you get one integrated plan, not conflicting advice from fragmented advisors.
Most CPAs are historians; they tell you what happened last year and what you owe. Our CPAs work year-round alongside your financial planning team to minimize taxes proactively, optimize entity structure, time income and deductions strategically, and coordinate retirement contributions with your overall financial plan.
We work with dentists across the country, and all services can be delivered virtually via secure video conferencing. Many clients prefer the convenience of virtual meetings, though you’re always welcome to visit our office in person if you prefer (and enjoy some of Utah’s legendary skiing, hiking, or mountain biking while you’re here).
We’re a fee-only firm: no commissions, no product sales, no kickbacks. Our fee structure makes services accessible to dentists at every career stage, not just those with millions already saved.
We use a quarterly minimum fee based on your career stage (charged monthly) that’s offset by our investment management fee. Our contracts are month-to-month, giving you flexibility and keeping us accountable to deliver continuous value. During your complimentary consultation, we’ll provide transparent pricing with no hidden fees or surprises.